l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code ( except private foundations) 2O1 3 Do not enter Social Security numbers on this form as it may be made public By law, the IRS Department of the Treasury Open generally cannot redact the information on the form Internal Revenue Service Inspection - Information about Form 990 and its instructions is at www.IRS.gov/form990
For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014 C Name of organization B Check if applicable D Employer identification number MUSEUM OF SCIENCE F Address change 04-2103916 Doing Business As F Name change
1 Initial return Number and street (or P 0 box if mail is not delivered to street address) Room/suite E Telephone number 1 SCIENCE PARK p Terminated (617)723-2500 (- Amended return City or town, state or province, country, and ZIP or foreign postal code BOSTON, MA 021141099 1 Application pending G Gross receipts $ 85,192,571
F Name and address of principal officer H(a) Is this a group return for JOHN SLAKEY subordinates? (-Yes No 1 SCIENCE PARK BOSTON,MA 021141099 H(b) Are all subordinates 1Yes(-No included? I Tax-exempt status F 501(c)(3) 1 501(c) ( ) I (insert no (- 4947(a)(1) or F_ 527 If "No," attach a list (see instructions)
J Website : - WWW M O S O RG H(c) Group exemption number 0-
K Form of organization F Corporation 1 Trust F_ Association (- Other 0- L Year of formation 1831 M State of legal domicile MA Summary 1 Briefly describe the organization's mission or most significant activities THE MUSEUM'S MISSION IS TO PLAY A LEADING ROLE IN TRANSFORMING THE NATION'S RELATIONSHIP WITH SCIENCE AND TECHNOLOGY THIS ROLE BECOMES EVER MORE IMPORTANT AS SCIENCE AND TECHNOLOGY SHAPE AND RESHAPE OUR LIVES AND WORLD
2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets r;r 3 Number of voting members of the governing body (Part VI, line 1a) ...... 3 51 4 Number of independent voting members of the governing body (Part VI, line 1b) . . . . 4 48 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) . 5 846 6 Total number of volunteers (estimate if necessary) 6 561 7aTotal unrelated business revenue from Part VIII, column (C), line 12 ...... 7a 430,287 b Net unrelated business taxable income from Form 990-T, line 34 ...... 7b 103,445 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . 36,795,297 25,745,624 9 Program service revenue (Part VIII, line 2g) . 20,304,033 22,342,660 N 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . . . 2,261,647 9,699,586 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,086,943 7,705,144 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) ...... 66,447,920 65,493,014 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . 4,532,392 4,633,333 14 Benefits paid to or for members (Part IX, column (A), line 4) . 0 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 26,738,438 27,361,404 16a Professional fundraising fees (Part IX, column (A), line 11e) 99,890 207,899
b Total fundraising expenses (Part IX, column (D), line 25) 0-5,007,365 LLJ 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) . . . . 24,146,550 26,747,450 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 55,517,270 58,950,086 19 Revenue less expenses Subtract line 18 from line 12 10,930,650 6,542,928 Beginning of Current End of Year Year 20 Total assets (Part X, line 16) ...... 221,640,179 237,018,787 M %TS 21 Total liabilities (Part X, line 26) ...... 18,218,772 19,015,501 ZLL 22 Net assets or fund balances Subtract line 21 from line 20 203,421,407 218,003,286 lijaW Signature Block Under penalties of perjury, I declare that I have examined this return, includin my knowledge and belief, it is true, correct, and complete Declaration of preps preparer has any knowledge
Signature of officer Sign Here JOHN SLAKEY VP FINANCE, CFO, AND TREASURER Type or print name and title
Print/Type preparer's name Preparers signature JOSEPH M GISO Paid Firm's name 1- CBIZ TOFIAS Pre pare r Use Only Firm's address -500 BOYLSTON STREET BOSTON, MA 02116 May the IRS discuss this return with the preparer shown above? (see instructs
For Paperwork Reduction Act Notice, see the separate instructions. Form 990 ( 2013) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III .F 1 Briefly describe the organization's mission THE MUSEUM'S MISSION IS TO PLAY A LEADING ROLE IN TRANSFORMING THE NATION'S RELATIONSHIP WITH SCIENCE AND TECHNOLOGY THIS ROLE BECOMES EVER MORE IMPORTANT AS SCIENCE AND TECHNOLOGY SHAPE AND RESHAPE OUR LIVES AND WORLD, AND IT MEANS WE -- PROMOTE ACTIVE CITIZENSHIP INFORMED BY THE WORLD OF SCIENCE AND TECHNOLOGY, - - INSPIRE LIFELONG APPRECIATION OFTHE IMPORTANCE AND IMPACT OF SCIENCE AND ENGINEERING, -- ENCOURAGE YOUNG PEOPLE OF ALL BACKGROUNDS TO EXPLORE AND DEVELOP THEIR INTERESTS IN UNDERSTANDING THE NATURAL AND HUMAN-MADE WORLD TO DO THIS, WE WILL CONTINUE TO BUILD OUR POSITION AS A LEADER IN THE WORLD'S MUSEUM COMMUNITY AND USE OUR EDUCATIONAL PERSPECTIVE AS AN INFORMAL LEARNING INSTITUTION TO HELP THE FORMAL PRE K-12 EDUCATION SYSTEM
2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ7 ...... fl Yes F No If "Yes," describe these new services on Schedule 0 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? ...... F Yes F No If "Yes," describe these changes on Schedule 0 4 Describe the organization 's program service accomplishments for each of its three largest program services, as measured by expenses Section 501(c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses , and revenue , if any, for each program service reported
4a (Code ) ( Expenses $ 18,370,596 including grants of $ 3,264,103 ) (Revenue $ 1,800,088 EXHIBITS INCLUDE OVER 700 STANDING EXHIBITS, HOUSED IN 193,000 SQ FT OF GALLERY AND RELATED SPACE, PROVIDING HANDS-ON EXPERIENCES IN ALL AREAS OF SCIENCE AND TECHNOLOGY, AND THEIR SOCIAL IMPACT THE MUSEUM CREATES PERMANENT AND TRAVELING EXHIBITS BOTH ON ITS OWN AND IN COLLABORATION WITH UNIVERSITIES, OTHER MUSEUMS, AND SCIENTIFIC ORGANIZATIONS, AND IS A LEAD INSTITUTION IN THE NANOSCALE INFORMAL SCIENCE EDUCATION NETWORK (NISENET), A NETWORK OF APPROXIMATELY 550 INSTITUTIONS CREATING AND SHARING EXHIBITS AND PROGRAMS RELATING TO THE SCIENCE AND ENGINEERING OF THE VERY SMALL IN NOVEMBER 2013, THE MUSEUM OPENED ITS HALL OF HUMAN LIFE, A 10,000 SQ FT INTERACTIVE EXHIBITION ON HUMAN BIOLOGY THAT FEATURES 15 "LINK STATIONS" WHERE VISITORS CAN MEASURE AND COMPARE PERSONAL DATA RELATING TO CURRENT RESEARCH TOPICS TRAVELING EXHIBITS HOSTED BY THE MUSEUM THIS YEAR INCLUDED DEAD SEA SCROLLS LIFE IN ANCIENT TIMES, SEASONS OF CHANGE CLIMATE CHANGE IN YOUR BACKYARD, OUR GLOBAL KITCHEN, 2THEXTREME MATHALIVE', GROSSOLOGY, ANIMALS WITHOUT PASSPORTS
4b (Code ) ( Expenses $ 11,297,480 including grants of $ 543,510 ) ( Revenue $ 10 ,108,320 ) PUBLIC PROGRAMS INCLUDE EXHIBIT INTERPRETATION, LECTURE SERIES, LIVE ANIMAL DEMONSTRATIONS (THE MUSEUM IS ACCREDITED BY THE ASSOCIATION OF ZOOS AND AQUARIUMS), PHYSICAL SCIENCE DEMONSTRATIONS, LIGHTNING SHOWS IN THE THOMSON THEATER OF ELECTRICITY, SPECIAL EVENTS, DEMONSTRATIONS AND PODCASTS RELATING TO TOPICS OF CURRENT SCIENCE AND TECHNOLOGY, HANDS-ON DESIGN CHALLENGES AND A WALK-THROUGH BUTTERFLY GARDEN THE MUSEUM'S COMMUNITY OUTREACH PROGRAMS PROVIDE ACCESS TO THESE AND OTHER PROGRAMS TO UNDERREPRESENTED AUDIENCES, AND THE MUSEUM'S TRAVELING PROGRAMS' 6 VANS BRING PROGRAMMING OUT TO SCHOOLS, LIBRARIES, AND COMMUNITY CENTERS ACROSS NEW ENGLAND (1,155,900 ONSITE VISITORS AND 97,600 OFFSITE PARTICIPANTS SERVED )
4c (Code ) ( Expenses $ 8,567,722 including grants of $ 690,442 ) (Revenue $ 4,253,655 ) EDUCATION PROGRAMS INCLUDE SUMMER COURSES FOR CHILDREN, OVERNIGHT PROGRAMS, AN EDUCATOR RESOURCE CENTER, AND FIELD TRIP PROGRAMS FOR SCHOOL GROUPS THE MUSEUM IS THE FLAGSHIP SITE OF THE INTEL COMPUTER CLUBHOUSE NETWORK, AN INTERNATIONAL COMMUNITY OF 100 CLUBHOUSES IN 20 COUNTRIES WHICH PROVIDE A CREATIVE AND SAFE OUT-OF-SCHOOL ENVIRONMENT FOR YOUNG PEOPLE IN UNDERSERVED COMMUNITIES TO WORK WITH ADULT MENTORS TO EXPLORE THEIR OWN IDEAS, DEVELOP NEW SKILLS, AND BUILD CONFIDENCE IN THEMSELVES THROUGH THE USE OF TECHNOLOGY THE MUSEUM IS ALSO THE HOME OF THE NATIONAL CENTER FOR TECHNOLOGICAL LITERACY (NCTL), WHICH WORKS WITH EDUCATION, GOVERNMENT AND INDUSTRY TO INTEGRATE ENGINEERING IN SCHOOLS AND MUSEUMS NATIONWIDE THE NCTL HAS DEVELOPED STANDARDS-BASED K-12 CURRICULUM MATERIALS AND PROVIDES PROFESSIONAL DEVELOPMENT PROGRAMS IN MATH AND ENGINEERING, AS WELL AS ONLINE TEACHER RESOURCES (190,700 VISITORS AND PARTICIPANTS, NOT INCLUDING THOUSANDS OF CHILDREN USING NCTL CURRICULA WORLDWIDE)
(Code ) (Expenses $ 3,007,515 including grants of $ 105,435 ) (Revenue $ 4,665,381 ) SERVICES PROVIDED PRIMARILY FOR THE BENEFIT OF OUR MEMBERS AND VISITORS INCLUDE OUR PARKING FACILITY,MEMBERSHIP OFFICE, AND GIFT SHOP (48,478 MEMBER HOUSEHOLDS)
(Code ) (Expenses $ 6,256,592 including grants of $ 29,843 ) (Revenue $ 3,595,528 ) THEATERS INCLUDE THE CHARLES HAYDEN PLANETARIUM OFFERING LECTURES AND DEMONSTRATIONS OF ASTRONOMICAL PHENOMENA, CURRENT DISCOVERIES AND HISTORICAL TOPICS THE MUGAR OMNI THEATER IS A DOMED IMAX THEATER OFFERS 70MM FORMAT FILMS A 4-D THEATER OFFERS SHORT 3-D FILMS ON A RANGE OF SCIENCE AND NATURE TOPICS AUGMENTED BY SENSORY EFFECTS SUCH AS WIND, MIST, AND SMELL PLANETARIUM SHOWS THIS YEAR INCLUDED UNDISCOVERED WORLDS, ONE WORLD, ONE SKY, BIG BIRD'S ADVENTURE, MOONS WORLDS OF MYSTERY, EXPLORE WONDERS OF THE WINTER SKY IMAX FILMS INCLUDED THE LAST REEF, ROCKY MOUNTAIN EXPRESS, JERUSALEM, JOURNEY TO THE SOUTH PACIFIC, PANDAS LONG JOURNEY HOME (584,300 THEATER VISITORS SERVED)
4d Other program services (Describe in Schedule 0 ) (Expenses $ 9,264,107 including grants of $ 135,278 ) (Revenue $ 8,260,909
4e Total program service expenses 1- 47,499,905 Form 990 (2013) Form 990 (2013) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," Yes complete Schedule As ...... 1 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . 2 Yes 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to No candidates for public office? If "Yes,"complete Schedule C, Part Is ...... 4 Section 501 ( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) Yes election in effect during the tax year? If "Yes , "complete Schedule C, Part II ...... 4 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, N o Part HIS ...... 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"complete N o Schedule D, Part I ...... 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, No the environment, historic land areas, or historic structures? If "Yes,"complete Schedule D, Part IIS . 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," Yes complete Schedule D, Part III IN ...... 8 9 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt No negotiation services? If "Yes," complete Schedule D, Part IV ...... 9
10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 Yes permanent endowments, or quasi-endowments? If "Yes, " complete Schedule D, Part V . 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? Yes If "Yes," complete Schedule D, Part VI...... lla b Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more of Yes its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIS ...... llb c Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more of No its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII ...... llc d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets Yes reported in Part X, line 16? If "Yes," complete Schedule D, Part IX' ...... lld e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X lle Yes f Did the organization's separate or consolidated financial statements for the tax year include a footnote that llf Y es addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes,"complete Schedule D, Part X...... 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII ...... 12a Yes b Was the organization included in consolidated, independent audited financial statements for the tax year? If 12b No "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," completeScheduleE . . 13 No 14a Did the organization maintain an office, employees, or agents outside of the United States? . 14a No b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV ...... 14b Yes 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or 15 Yes for any foreign organization? If "Yes," complete Schedule F, Parts II and IV 95 1 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other Yes assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV . . . IN 1 16 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part 17 Yes IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, PartI (seeinstructions) . . . . 95 1 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part Yes VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II ...... 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 19 No "Yes," complete Schedule G, Part III ...... 95 1 20a Did the organization operate one or more hospital facilities? If "Yes,"completeScheduleH . 20a No b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b Form 990 (2013) Form 990 (2013) Page 4 Checklist of Required Schedules (continued) 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or 21 Yes government on Part IX, column (A), line 1? If "Yes, "complete Schedule I, Parts I and II . . . IN 1 22 Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on 22 Yes Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III . S 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's Yes current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," 23 complete Schedule J ...... IN 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If"Yes," answer lines 24b through 24d N o and complete Schedule K. If "No,"go to line 25a ...... 24a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . 24c
d Did the organization act as an on behalf of issuer for bonds outstanding at any time during the year? . . 24d 25a Section 501(c)( 3) and 501 ( c)(4) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ...... 25a No b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 25b No "Yes," complete Schedule L, Part I ...... S 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 26 Yes If so, complete Schedule L, Part II ...... 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family 27 No member of any of these persons? If "Yes," complete Schedule L, Part III ...... S 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) a A current or former officer, director, trustee, or key employee? If "Yes,"complete Schedule L, Part IV ...... ID 28a No b A family member of a current or former officer, director, trustee, or key employee? If "Yes," 28b No complete Schedule L, Part IV ...... c A n entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was Yes an officer, director, trustee, or direct or indirect owner? If "Yes,"complete Schedule L, Part IV . . 28c 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes,"completeScheduleM 29 Yes 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified No conservation contributions? If "Yes," completeScheduleM ...... 30 31 Did the organization liquidate, terminate , or dissolve and cease operations? If "Yes," complete Schedule N, N o Part I ...... 31 32 Did the organization sell, exchange , dispose of, or transfer more than 25% of its net assets? If "Yes, " complete N o Schedule N, Part II ...... 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations No sections 301 7701-2 and 301 7701-3? If "Yes," complete Schedule R, PartI ...... 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Part II, III, orIV, Yes and Part V, line l ...... 34 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)7 35a Yes b If'Yes'to line 35a, did the organization receive any payment from or engage in any transaction with a controlled 35b No entity within the meaning of section 512 (b)(13 )? If "Yes,"complete Schedule R, Part V, line 2 . . . 36 Section 501(c)( 3) organizations . Did the organization make any transfers to an exempt non-charitable related No organization? If "Yes," complete Schedule R, Part V, line2 ...... IS 1 36 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization No and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 1 lb and 19? Yes Note . All Form 990 filers are required to complete Schedule 0 ...... 38 Form 990 (2013) Form 990 (2013) Page 5 Statements Regarding Other IRS Filings and Tax Compliance MEW- Check if Schedule 0 contains a response or note to any line in this Part V (- Yes No la Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable . la 127 b Enter the number of Forms W-2G included in line la Enter-0- if not applicable lb 0
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ...... 1c Yes 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return ...... 2a 846 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b Yes Note . If the sum of lines la and 2a is greater than 250 , you may be required to e-file (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . 3a Yes b If "Yes," has it filed a Form 990-T for this year? If 'No" to line 3b, provide an explanation in Schedule O . . 3b Yes 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ...... 4a No
b If "Yes," enter the name of the foreign country 0- See instructions for filing requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . 5a No
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b No c If "Yes," to line 5a or 5b, did the organization file Form 8886-T? 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the 6a No organization solicit any contributions that were not tax deductible as charitable contributions? . . b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and 7a Yes services provided to the payor? . b If "Yes," did the organization notify the donor of the value of the goods or services provided? . 7b Yes c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 82827 . 7c No d If "Yes," indicate the number of Forms 8282 filed during the year 7d
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . 7e No f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f No g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? . 8 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? . . 9a b Did the organization make a distribution to a donor, donor advisor, or related person? . . 9b 10 Section 501(c)( 7) organizations. Enter a Initiation fees and capital contributions included on Part VIII, line 12 . 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club 10b facilities 11 Section 501(c)( 12) organizations. Enter a Gross income from members or shareholders ...... 11a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) ...... 11b
12a Section 4947( a)(1) non -exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a b If "Yes," enter the amount of tax-exempt interest received or accrued during the year ...... 12b 13 Section 501(c)( 29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 13a Note . See the instructions for additional information the organization must report on Schedule 0 b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 13b c Enter the amount of reserves on hand 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . 14a No b If "Yes," has it filed a Form 720 to report these payments? If "No,"provide an exp lanation in Schedu le 0 . 14b Form 990 (2013) Form 990 ( 2013) Page 6 Lam Governance , Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 1Ob below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response or note to any line in this Part VI .F Section A. Governing Body and Management Yes No la Enter the number of voting members of the governing body at the end of the tax la 51 year . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0 b Enter the number of voting members included in line la, above, who are independent ...... lb 48 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 2 No 3 Did the organization delegate control over management duties customarily performed by or under the direct 3 No supervision of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...... 4 Yes 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 No 6 Did the organization have members or stockholders? 6 No 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ...... 7a No b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, 7b No or persons other than the governing body? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following a The governing body? ...... 8a Yes b Each committee with authority to act on behalf of the governing body? 8b Yes 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes,"provide the names and addresses in Schedule 0 ...... 9 No Section B. Policies ( This Section B requests information about p olicies not required b y the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates? 10a No b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 10b 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ...... 11a Yes b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990 12a Did the organization have a written conflict of interest policy? If "No,"go to line 13 . 12a Yes b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...... 12b Yes c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this was done . 12c Yes 13 Did the organization have a written whistleblower policy? 13 Yes 14 Did the organization have a written document retention and destruction policy? . 14 Yes 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official 15a Yes b Other officers or key employees of the organization 15b Yes If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions) 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ...... 16a No b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? ...... 16b Section C. Disclosure 17 List the States with which a copy of this Form 990 is required to be filed- CT , FL , MA , NH , NY 18 Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990 -T (501(c) (3)s only) available for public inspection Indicate how you made these available Check all that apply fl Own website fl Another' s website F Upon request fl Other ( explain in Schedule O ) 19 Describe in Schedule 0 whether ( and if so, how) the organization made its governing documents , conflict of interest policy , and financial statements available to the public during the tax year 20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization -JOHN T SLAKEY VP FINANCECFOTREA 1 SCIENCE PARK BOSTON,MA 021141099 (617)589-0144 Form 990 (2013) Form 990 (2013) Page 7 Compensation of Officers , Directors , Trustees, Key Employees , Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII .(- Section A. Officers, Directors, Trustees, Kev Employees, and Highest Compensated Employees la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's tax year * List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation Enter-0- in columns (D), (E), and (F) if no compensation was paid * List all of the organization's current key employees, if any See instructions for definition of "key employee " * List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations * List all of the organization 's former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations * List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons fl Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee
(A) (B) (C) (D) ( E) (F) Name and Title Average Position (do not check Reportable Reportable Estimated hours per more than one box, unless compensation compensation amount of other week (list person is both an officer from the from related compensation any hours and a director/trustee) organization (W- organizations from the for related 0 = T 2/1099-MISC) (W- 2/1099- organization and organizations fD 3]Z a MISC) related below . m_ art organizations dotted line) ca: 4 rD 0
(D 7
Form 990 (2013) Form 990 (2013) Page 8 Section A. Officers, Directors , Trustees, Key Employees , and Highest Compensated Employees (continued)
(A) (B) (C) (D) (E) (F) Name and Title Average Position (do not check Reportable Reportable Estimated hours per more than one box, unless compensation compensation amount of other week (list person is both an officer from the from related compensation any hours and a director/trustee) organization (W- organizations (W- from the for related 0- ;rl M= T 2/1099-MISC) 2/1099-MISC) organization and organizations - boo a related below 74 m_ organizations dotted line) C: 7. SL ! fD
a ;3 ur
lb Sub-Total ...... 0- c Total from continuation sheets to Part VII, Section A . . . . 0- d Total ( add lines lb and 1c) ...... 0- 2,849,838 0 269,405 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization-25
No Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line la? If "Yes," complete Schedule Jfor such individual ...... 3 No 4 For any individual listed on line la, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,0007 If "Yes," complete Schedule -7 for such individual ......
Did any person listed on line la receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule Jfor such person ...... 5 No
Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year (A) (B) (C) Name and business address Description of services Compensation CONSTRUCTION/GENERAL RICAHRD WHITE SONS INC 70 ROWE STAUBURNDALE MA 02466 1,565,778 CONTRACTOR DTZ 77 WEST WACKER DR 18TH FLOOR CHICAGO IL60601 CUSTODIAL 1,093,990 TAYLOR GROUP 255 BISCAYNE CRESENTBRAMPTONONTRAIOCALGW 4R2 EXHIBIT DESIGN/ FABRICATION 769,998 CONTINUUM 1220 WASHINGTON ST WEST NEWTON MA 02465 CONSULTING 322,388 EXHIBrr FABRICATION/ MYSTIC SCENIC STUDIO INC 293 LENOX ST NORWOOD MA 02062 269,312 INSTALLATION 2 Total number of independent contractors ( including but not limited to those listed above ) who received more than $100,000 of compensation from the organization 0-17 Form 990 (2013) Form 990 (2013) Page 9 Statement of Revenue Check if Schedule 0 contains a response or note to any line in this Part VIII F (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt business excluded from function revenue tax under revenue sections 512-514 Z la Federated campaigns . la r = b Membership dues . . . . lb 2,486,615 6- O 0 E c Fundraising events . . . . 1c 789,525
d Related organizations . ld tJ' E e Government grants (contributions) le 7,512,848
V f All other contributions, gifts, grants , and if 14,956,636 Q similar amounts not included above
g Noncash contributions included in lines 1,034,020 la-If $ h Total . Add lines la -1f . 25,745,624
Business Code
2a ADMISSIONS 712110 11,800,075 11,800,075
a2 b MEMBERSHIP BENEFITS 712110 4,746,536 4,746,536
a' c PARKING 812930 2,516,695 2,516,695
d EDUCATION PROGRAMS REVENUE 1 611699 2,290,352 2,290,352 e EXHIBIT RENTAL FEES 712110 812,486 812,486 C M f All other program service revenue 176 ,516 176,516
g Total . Add lines 2a -2f ...... 0- 22,342,660 3 Investment income ( including dividends , interest, and other similar amounts ) ...... 1,373,885 46,989 1,420,874 4 Income from investment of tax- exempt bond proceeds • . 0- 5 Royalties ...... 0- 67,636 67,636 (i) Real (ii) Personal 6a Gross rents 1,711,533 b Less rental 0 expenses c Rental income 1,711,533 or (loss) d Net rental inco me or ( loss) . 1,711,533 1,711,533 (i) Securities (ii) Other 7a Gross amount from sales of 25,411,531 assets other than inventory b Less cost or other basis and 16,669,728 416,102 sales expenses c Gain or (loss) 8,741,803 -416,102
d Net gain or ( loss) . lim- 8,325,701 431 8,325,270 8a Gross income from fundraising W events ( not including $ 789,525 of contributions reported on line 1c) See Part IV, line 18
L a 69,303 s b Less direct expenses b 205,206 -135,903 -135,903 c Net income or (loss ) from fundraising events 0- 9a Gross income from gaming activities See Part IV, line 19 . . a b Less direct expenses . b c Net income or (loss ) from gaming acti vities . . .0- 10a Gross sales of inventory, less returns and allowances . a 4,673,496
b Less cost of goods sold . b 2,408,521 c Net income or (loss ) from sales of inventory . lim- 2,264,975 2,264,975 Miscellaneous Revenue Business Code
11a ANCILLARY SERVICES 531120 1,547,866 476,845 1,071,021
b CONCESSION FEES 453220 897,407 897,407
C SPONSORSHIP 900099 717,886 717,886
d All other revenue 633,744 633,744 e Total .Add lines 11a-11d . 0- 3,796,903
12 Total revenue . See Instructions 10- 1 65,493,014 22,158,576 430,287 17,158,527 Form 990 (2013) Form 990 (2013) Page 10 Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) Check if Schedule 0 contains a response or note to any line in this Part IX ...... (C) (D) Do not include amounts reported on lines 6b, ( A) (B) Program service Management and Fundraising Total expenses 7b, 8b, 9b, and 10b of Part VIII . expenses general expenses expenses 1 Grants and other assistance to governments and organizations in the United States See Part IV, line 21 4,110,007 4,110,007
2 Grants and other assistance to individuals in the United States See Part IV, line 22 443,926 443,926 3 Grants and other assistance to governments, organizations , and individuals outside the United States See Part IV, lines 15 and 16 79,400 79,400 4 Benefits paid to or for members
5 Compensation of current officers, directors, trustees, and key employees 2,080,260 863,097 748,749 468,414 6 Compensation not included above, to disqualified persons (as defined under section 4958 (f)(1)) and persons described in section 4958( c)(3)(B) . 7 Other salaries and wages 20,384,475 16,183,781 1,629,457 2,571,237 8 Pension plan accruals and contributions ( include section 401(k) and 403(b) employer contributions ) 981 ,672 776,023 81,643 124,006 9 Other employee benefits 2 ,274,566 1,798,070 189,170 287,326
10 Payroll taxes 1,640,431 1,296,780 136,430 207,221 11 Fees for services ( non-employees) a Management . .
b Legal 14,846 1,201 13,645
c Accounting 122,256 122,256
d Lobbying 154,657 94,398 250 60,009
e Professional fundraising services See Part IV, line 17 207,899 207,899
f Investment management fees 826,164 826,164
g Other ( If line 11g amount exceeds 10% of line 25, column ( A) amount, list line 11g expenses on Schedule 0 ) 4,194,124 3,525,323 333,366 335,435 12 Advertising and promotion 2,596,098 2,558,120 18,261 19,717
13 Office expenses 2,966,758 2,486,007 215,571 265,180
14 Information technology 443,404 251,847 118,286 73,271
15 Royalties 18,702 8,763 9,739 200
16 Occupancy 2,319,618 1,952,309 322,122 45,187
17 Travel 1,194,894 1,020,443 140,988 33,463 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences , conventions , and meetings 110,434 90,529 12,428 7,477
20 Interest 144,164 144,164 21 Payments to affiliates
22 Depreciation , depletion, and amortization 7,193,130 6,443,679 624,391 125,060
23 Insurance 509,034 26,618 482,416 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24e If line 24e amount exceeds 10% of line 25, column ( A) amount, list line 24e expenses on Schedule 0 a FILM AND EXHIBIT RENTAL 1,787,282 1,787,282
b CATERING 803,047 477,505 69,285 256,257 c CREDIT CARD HANDLING FE 592,754 576,121 6 16,627
d TAXES 230,256 230,256
e All other expenses 525,828 418,420 204,029 -96,621
25 Total functional expenses. Add lines 1 through 24e 58,950,086 47,499,905 6,442,816 5,007,365 26 Joint costs. Complete this line only if the organization reported in column ( B) joint costs from a combined educational campaign and fundraising solicitation Check here - fl if following SOP 98-2 (ASC 958-720)
Form 990 (2013) Form 990 (2013) Page 11 Balance Sheet Check if Schedule 0 contains a response or note to any line in this Part X F (A) (B) Beginning of year End of year 1 Cash-non-interest-bearing 19,356,570 1 21,264,875
2 Savings and temporary cash investments . 18,613 2 2,502
3 Pledges and grants receivable, net 24,315,138 3 20,983,708
4 Accounts receivable, net ...... 1,535,904 4 1,274,697 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule L . . 5 30 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L 6 7 Notes and loans receivable, net 7 'cc 8 Inventories for sale or use 8
9 Prepaid expenses and deferred charges . 1,870,453 9 2,093,814 10a Land, buildings, and equipment cost or other basis Complete Part VI of Schedule D 10a 142,778,026 b Less accumulated depreciation . 10b 81 ,528,595 61,485,865 10c 61,249,431
11 Investments-publicly traded securities . 18,321,233 11 25,658,108
12 Investments-other securities See Part IV, line 11 94,240,867 12 103,730,597 13 Investments-program-related See Part IV, line 11 13 14 Intangible assets ...... 14
15 Other assets See Part IV, line 11 495,536 15 761,025
16 Total assets. Add lines 1 through 15 (must equal line 34) . 221,640,179 16 237,018,787
17 Accounts payable and accrued expenses 5,473,561 17 5,111,869 18 Grants payable ...... 18
19 Deferred revenue ...... 4,804,113 19 4,670,416 20 Tax-exempt bond liabilities ...... 20 21 Escrow or custodial account liability Complete Part IV of Schedule D . 21 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons Complete Part II of Schedule L . 22
23 Secured mortgages and notes payable to unrelated third parties 2,952,331 23 4,317,988 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part X of Schedule D . 4,988,767 25 4,915,228
26 Total liabilities. Add lines 17 through 25 . 18,218,772 26 19,015,501 Organizations that follow SFAS 117 ( ASC 958), check here 1- F and complete lines 27 through 29, and lines 33 and 34.
C5 27 Unrestricted net assets 73,671,331 27 73,753,710 M 28 Temporarily restricted net assets 89,140,233 28 100,063,968 ca I 29 Permanently restricted net assets ...... 40,609,843 29 44,185,608 r_ W_ Organizations that do not follow SFAS 117 (ASC 958 ), check here 1 F- and complete lines 30 through 34. 30 Capital stock or trust principal, or current funds 30 31 Paid-in or capital surplus, or land, building or equipment fund 31 4T 32 Retained earnings, endowment, accumulated income, or other funds 32 33 Total net assets or fund balances 203,421,407 33 218,003,286 z 34 Total liabilities and net assets/fund balances ...... 221,640,179 34 237,018,787 Form 990 (2013) Form 990 (2013) Page 12 « Reconcilliation of Net Assets Check if Schedule 0 contains a response or note to any line in this Part XI . F
1 Total revenue (must equal Part VIII, column (A), line 12) . . 1 65,493,014 2 Total expenses (must equal Part IX, column (A), line 25) . . 2 58,950,086 3 Revenue less expenses Subtract line 2 from line 1 3 6,542,928 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 4 203,421,407 5 Net unrealized gains (losses) on investments 5 5,978,306 6 Donated services and use of facilities 6 2,000 7 Investment expenses . . 7 8 Prior period adjustments . . 8 9 Other changes in net assets or fund balances (explain in Schedule 0) 9 2,058,645 10 Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33, column (B)) 10 218,003,286 Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII (-
Yes No
1 Accounting method used to prepare the Form 990 fl Cash 17 Accrual (Other If the organization changed its method of accounting from a prior year or checked " Other," explain in Schedule 0 2a Were the organization 's financial statements compiled or reviewed by an independent accountant? 2a No If'Yes,'check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both fl Separate basis fl Consolidated basis fl Both consolidated and separate basis b Were the organization 's financial statements audited by an independent accountant? 2b Yes If'Yes,'check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both F Separate basis fl Consolidated basis fl Both consolidated and separate basis c If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? 2c Yes If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and 0 MB Circular A-1 33? 3a Yes b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the 3b Yes required audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits Form 990 (2013) Additional Data
Software ID: Software Version: EIN: 04 -2103916 Name : MUSEUM OF SCIENCE
Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors (A) (B) (C) (D) (E) (F) Name and Title Average Position ( do not check Reportable Reportable Estimated amount hours per more than one box, unless compensation compensation of other week (list person is both an officer from the from related compensation any hours and a director/trustee) organization ( W- organizations ( W- from the for related - ,^ = 2/1099-MISC) 2/1099-MISC ) organization and -n organizations 'ID boo LD related below c 74 m_ (D 0 r organizations dotted line ) c a, SL 'D 0 4_
LEI Y.,
CAROL ANN KANIA 1 00 X 0 0 0 TRUSTEE DAPHNE HATSOPOULOS 1 00 X 0 0 0 TRUSTEE DEBORAH DUNSIRE 1 00 X X 0 0 0 VICE-CHAIR ELIZABETH MOORE 1 00 X 0 0 0 TRUSTEE EUGENE E RECORD JR 1 00 X 0 0 0 TRUSTEE GARY T'DICAMILLO 1 00 X 0 0 0 TRUSTEE HAL R TOVIN 1 00 X 0 0 0 TRUSTEE HELEN GREINER 1 00 X 0 0 0 TRUSTEE HENRI A TERMEER 1 00 X 0 0 0 TRUSTEE IRA STEPANIAN 1 00 X 0 0 0 TRUSTEE JAISHREE DESHPANDE 1 00 X 0 0 0 TRUSTEE JANE HIRSH 1 00 X 0 0 0 TRUSTEE JANE PAPPALARDO 1 00 X 0 0 0 TRUSTEE JEFFREY R BEIR 1 00 X 0 0 0 TRUSTEE JONATHAN J FLEMING 1 00 X 0 0 0 TRUSTEE KENNETH D LEGG 1 00 X 0 0 0 TRUSTEE KURT MELDEN 1 00 X 0 0 0 TRUSTEE LAURA BARKER MORSE 1 00 X 0 0 0 TRUSTEE LAWRENCE A SIFF 1 00 X 0 0 0 TRUSTEE LESLIE E GREIS 1 00 X 0 0 0 TRUSTEE MALCOLM L SHERMAN 1 00 X 0 0 0 TRUSTEE MATTHEW D SHEDD 1 00 X 0 0 0 TRUSTEE MICHAEL A CHAMPA 1 00 X 0 0 0 TRUSTEE MICHAEL G THONIS 1 00 X X 0 0 0 VICE-CHAIR RICHARD A CARPENTER 1 00 X 0 0 0 TRUSTEE Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors (A) (B) (C) (D) ( E) (F) Name and Title Average Position (do not check Reportable Reportable Estimated amount hours per more than one box, unless compensation compensation of other week (list person is both an officer from the from related compensation any hours and a director/trustee) organization (W- organizations (W- from the for related 0 ,o = 2/1099-MISC) 2/1099-MISC) organization and -n organizations _ related below m 0 organizations dotted line) i c rt `
D
RICHARD A DIPERNA 1 00 X 0 0 0 TRUSTEE RICHARD M BURNES JR 1 00 X 0 0 0 TRUSTEE RICHARD I ANDERS 1 00 X 0 0 0 TRUSTEE STEPHEN E COLT 1 00 X 0 0 0 TRUSTEE THOMAS J PINCINCE 1 00 X 0 0 0 TRUSTEE WENDY W KISTLER 1 00 X 0 0 0 TRUSTEE YET-MING CHIANG 1 00 X 0 0 0 TRUSTEE DONALD M KAPLAN 1 00 X X 0 0 0 VICE-CHAIR (LEFT) GWILL E YORK 1 00 X X 0 0 0 VICE-CHAIR IOANNIS N MIAOULIS 40 00 X X 595,418 0 40,684 PRESIDENT AND DIRECTOR PAUL EGERMAN 1 00 X 0 0 0 TRUSTEE RANCH C KIMBALL 1 00 X 0 0 0 TRUSTEE WAYNE M KENNARD 1 00 X X 0 0 0 CORPORATION COUNSEL HOWARD MESSING 1 00 X X 0 0 0 CHAIRMAN JOSHUA BOGER 1 00 X X 0 0 0 VICE-CHAIR GARY R GREGG 1 00 X X 0 0 0 SECRETARY PATRICIA M LASSITER 1 00 X X 0 0 0 CHAIR, OVERSEERS JOHN STAFFORD 1 00 X 0 0 0 CHAIR, INNOVATORS DAMASE Z CAOUETTE 1 00 X 0 0 0 PRES , VOL SVC LGE (LEFT) GERALD KOHN 1 00 X 0 0 0 PRES , VOL SVC LGE ALEXIS BORISY 1 00 X 0 0 0 TRUSTEE ELIZABETH RILEY 1 00 X 0 0 0 TRUSTEE GEORGE SCANGOS 1 00 X 0 0 0 TRUSTEE GRETCHEN S FISH 1 00 X 0 0 0 TRUSTEE HOWARD H STEVENSON 1 00 X 0 0 0 TRUSTEE Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors (A) (B) (C) (D) ( E) (F) Name and Title Average Position (do not check Reportable Reportable Estimated amount hours per more than one box, unless compensation compensation of other week (list person is both an officer from the from related compensation any hours and a director/trustee) organization (W- organizations (W- from the for related 0 ,o = 2/1099-MISC) 2/1099-MISC) organization and -n organizations _ related below m 0 organizations dotted line) i c rt `
LEI
CD
LEOXLIU 100 X 0 0 0 TRUSTEE MARIA LEWIS KUSSMAUL 1 00 X 0 0 0 TRUSTEE NANCY E DEMPZE 1 00 X 0 0 0 TRUSTEE STACY LORRAINE COWAN 1 00 X 0 0 0 TRUSTEE STEVEN HALEY 1 00 X 0 0 0 TRUSTEE WILLIAM H SWANSON 1 00 X 0 0 0 TRUSTEE JOHN T SLAKEY 40 00 X 193,170 0 32,537 VP FIN/CFO/TREASURER WAYNE BOUCHARD 40 00 X 301,691 0 23,237 COO/ASST SEC'Y JOAN HADLY 40 00 X 263,945 0 25,222 SR VP ADVANCEMENT LAWRENCE BELL 40 00 X 216,262 0 21,119 SR VP, STRATEGIC PROJECTS JONATHAN R BURKE 40 00 X 201,411 0 28,715 VP VIS EXPER & OPS PAUL M FONTAINE 40 00 X 204,563 0 19,123 VP EDUCATION CHRISTINE CUNNINGHAM 40 00 X 180,315 0 9,310 VP RSCH/ELEM SC CURR CYNTHIA G MACKEY 40 00 X 170,236 0 12,125 VP MARKETING E JAMES KRAUS 40 00 X 223,590 0 17,264 EXEC DIR OF DEVELOPMENT BRITTON S O'BRIEN 40 00 X 143,246 0 22,658 VP HUMAN RECS YVONNE SPICER 40 00 X 155,991 0 17,411 VP ADVOCACY/ED PARTNERSHIPS efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 OMB No 1545-0047 SCHEDULE A Public Charity Status and Public Support (Form 990 or 990EZ) Complete if the organization is a section 501(c)( 3) organization or a section 4947(a)(1) nonexempt charitable trust. 2013 Department of the I Oil Attach to Form 990 or Form 990-EZ . Oil See separate instructions. Ope n Treasury Oil Information about Schedule A (Form 990 or 990- EZ) and its instructions is at Internal Revenue Service Ins pe ct www.irs. g ov form 990. Name of the organization Employer identification number MUSEUM OF SCIENCE
Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is (For lines 1 through 11, check only one box ) 1 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 fl A school described in section 170 (b)(1)(A)(ii). (Attach Schedule E ) 3 1 A hospital or a cooperative hospital service organization described in section 170 ( b)(1)(A)(iii). 4 1 A medical research organization operated in conjunction with a hospital described in section 170 (b)(1)(A)(iii). Enter the hospital's name, city, and state 5 1 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv ). (Complete Part II ) 6 1 A federal, state, or local government or governmental unit described in section 170 ( b)(1)(A)(v). 7 F An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi ). (Complete Part II ) 8 fl A community trust described in section 170(b)(1)(A)(vi ) (Complete Part II ) 9 1 An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions-subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2). (Complete Part III ) 10 1 An organization organized and operated exclusively to test for public safety See section 509(a)(4). 11 1 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509 ( a)(1) or section 509(a )( 2) See section 509( a)(3). Check the box that describes the type of supporting organization and complete lines Ile through 11 h a fl Type I b fl Type II c fl Type III - Functionally integrated d fl Type III - Non- functionally integrated e (- By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1 ) or section 509(a)(2) f If the organization received a written determination from the IRS that it is a Type I, Type II, orType III supporting organization, check this box F g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? (i) A person who directly or indirectly controls , either alone or together with persons described in (ii) Yes No and (iii) below, the governing body of the supported organization? 11g(i) (ii) A family member of a person described in (i) above? 11g(ii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? 11g(iii) h Provide the following information about the supported organization(s)
(i) Name of (ii) EIN (iii) Type of (iv) Is the (v) Did you notify (vi) Is the (vii) Amount of supported organization organization in the organization organization in monetary organization (described on col (i) listed in in col (i) of your col (i) organized support lines 1- 9 above your governing support? in the U S ? or IRC section document? (see instructions)) Yes No Yes No Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ . Cat No 11285F ScheduleA(Form 990 or 990-EZ)2013 Schedule A (Form 990 or 990-EZ) 2013 Page 2 MU^ Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A . Public Sunnort Calendar year (or fiscal year beginning ( a) 2009 ( b) 2010 (c) 2011 ( d) 2012 (e) 2013 ( f) Total in) 11111 1 Gifts, grants , contributions, and membership fees received (Do 22,897,546 25,171,983 25,102,854 36,795,297 25,745,624 135,713,304 not include any "unusual grants ") 2 Tax revenues levied for the organization ' s benefit and either paid to or expended on its behalf 3 The value of services or facilities furnished by a governmental unit to the organization without charge 4 Total . Add lines 1 through 3 22,897,546 25,171,983 25,102,854 36,795,297 25,745,624 135,713,304 5 The portion of total contributions by each person ( other than a governmental unit or publicly supported organization) included 16 ,496,867 on line 1 that exceeds 2% of the amount shown on line 11, column (f) 6 Public support . Subtract line 5 119,216,437 from line 4 Section B. Total Su pp ort Calendar year (orfiscaI year ( a) 2009 (b) 2010 ( c) 2011 ( d) 2012 (e) 2013 (f) Total beginning in) ► 7 Amounts from line 4 22,897,546 25,171,983 25,102,854 36,795,297 25,745,624 135,713,304 8 Gross income from interest, dividends, payments received on securities loans, rents , royalties 2 ,471,312 1,979,216 2,171,304 2,310,403 3,200,043 12,132,278 and income from similar sources 9 Net income from unrelated business activities , whether or 45,745 90,149 62,246 89,690 103,445 391,275 not the business is regularly carried on 10 Other income Do not include gain or loss from the sale of 522,096 592,783 585,333 644,917 703,047 3,048,176 capital assets ( Explain in Part IV ) 11 Total support (Add lines 7 151,285,033 through 10) 12 Gross receipts from related activities, etc ( see instructions ) 12 133,748,986 13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here ...... QE- Section C. Com p utation of Public Su pp ort Percenta g e 14 Public support percentage for 2013 ( line 6, column ( f) divided by line 11, column (f)) 14 78 800 15 Public support percentage for 2012 Schedule A, Part II, line 14 15 79 730 % 16a 331 / 3%support test - 2013. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more , check this box and stop here . The organization qualifies as a publicly supported organization b 331 / 3%support test - 2012 . If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more , check this box and stop here . The organization qualifies as a publicly supported organization 17a 10%-facts-and -circumstances test - 2013. If the organization did not check a box on line 13, 16a, or 16b , and line 14 is 10% or more , and if the organization meets the " facts-and-circumstances " test, check this box and stop here . Explain in Part IV how the organization meets the " facts-and - circumstances " test The organization qualifies as a publicly supported organization b 10%-facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10 % or more, and if the organization meets the " facts- and - circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the " facts-and - circumstances " test The organization qualifies as a publicly supported organization 18 Private foundation . If the organization did not check a box on line 13, 16a, 16b , 17a, or 17b, check this box and see instructions
Schedule A (Form 990 or 990-EZ) 2013 Schedule A (Form 990 or 990-EZ) 2013 Page 3 IMMITM Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A . Public Support Calendar year ( or fiscal year beginning (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total in) 11111 1 Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants ") 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total . Add lines 1 through 5 7a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of$5,000 or 1% of the amount on line 13 for the year c Add lines 7a and 7b 8 Public support (Subtract line 7c from line 6 ) Section B. Total Suuuort Calendar year ( or fiscal year beginning (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total in) ► 9 Amounts from line 6 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 c Add lines 10a and 10b 11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on 12 Other income Do not include gain or loss from the sale of capital assets (Explain in Part IV ) 13 Total support . (Add lines 9, 1Oc, 11, and 12 ) 14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2013 ( line 8, column (f) divided by line 13, column (f)) 15 16 Public support percentage from 2012 Schedule A, Part III, line 15 16 Section D . Com p utation of Investment Income Percenta g e 17 Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f)) 17 18 Investment income percentage from 2012 Schedule A , Part III, line 17 18 19a 331 / 3% support tests- 2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization lk'F- b 331 / 3% support tests- 2012. If the organization did not check a box on line 14 or line 19a , and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization lk'F- 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
Schedule A (Form 990 or 990-EZ) 2013 Schedule A (Form 990 or 990-EZ) 2013 Page 4 Supplemental Information . Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
I Return Reference I Explanation OTHER INCOME" INCLUDES SHIPPING CHARGES, GROSS RECEIPTS FROM FUNDRAISING SCHEDULE A, PART II, LINE 10 EVENTS, SOUVENIR VENDING MACHINE COMMISSIONS, LOCKER RENTAL, INSURANCE COVERAGE OF LOSSES, AND OTHER MISCELLANEOUS INCOME Schedule A (Form 990 or 990-EZ) 2013 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 OMB No 1545-0047 SCHEDULE C Political Campaign and Lobbying Activities (Form 990 or 990-EZ) For Organizations Exempt From Income Tax Under section 501 ( c) and section 527 2013 Complete if the organization is described below . Attach to Form 990 or Form 990-EZ. Department of the Treasury 1- 0- 0- See separate instructions . 0- Information about Schedule C (Form 990 or 990-EZ) and its • Internal Revenue Service instructions is at www. irs. gov form 990. If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ , Part V, line 46 ( Political Campaign Activities), then • Section 501(c)(3) organizations Complete Parts I-A and B Do not complete Part I-C • Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and C below Do not complete Part I-B • Section 527 organizations Complete Part I-A only If the organization answered "Yes" to Form 990, Part IV , Line 4, or Form 990-EZ , Part VI, line 47 ( Lobbying Activities), then • Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A Do not complete Part II-B • Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part II-B Do not complete Part II-A If the organization answered "Yes" to Form 990, Part IV, Line 5 ( Proxy Tax) or Form 990-EZ, Part V, line 35c ( Proxy Tax), then * Section 501(c)(4), (5), or (6) organizations Complete Part III Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916 Complete if the organization is exempt under section 501(c) or is a section 527 organization.
1 Provide a description of the organization's direct and indirect political campaign activities in Part IV 2 Political expenditures 0- $ 3 Volunteer hours
Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955 0- $ 2 Enter the amount of any excise tax incurred by organization managers under section 4955 0- $ 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? fl Yes fl No 4a Was a correction made? fl Yes fl No b If "Yes," describe in Part IV rMWINT-Complete if the organization is exempt under section 501(c), except section 501 ( c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities 0- $ 2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities 0- $
3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b 0- $
4 Did the filing organization file Form 1120-POL for this year? fl Yes fl No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments For each organization listed, enter the amount paid from the filing organization's funds Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) If additional space is needed, provide information in Part IV
(a) Name (b) Address ( c) EIN (d ) Amount paid from (e) Amount of political filing organization's contributions received funds If none, enter -0- and promptly and directly delivered to a separate political organization If none, enter -0-
i-or raperworK rteauction Act Notice, see the instructions Tor corm 99U or yyu -tc. Cat No 50084S Schedule C ( Form 990 or 990 - EZ) 2013 Schedule C (Form 990 or 990-EZ) 2013 Page 2 Complete if the organization is exempt under section 501 ( c)(3) and filed Form 5768 ( election under section 501(h)). A Check - (- if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures) B Check - (- if the filing organization checked box A and "limited control" provisions apply (a) Filing (b) Affiliated Limits on Lobbying Expenditures organization's group (The term "expenditures " means amounts paid or incurred .) totals totals la Total lobbying expenditures to influence public opinion (grass roots lobbying) 0 b Total lobbying expenditures to influence a legislative body (direct lobbying) 178,802 c Total lobbying expenditures (add lines la and 1b) 178,802 d Other exempt purpose expenditures 47,405,507 e Total exempt purpose expenditures (add lines 1c and 1d) 47,584,309
f Lobbying nontaxable amount Enter the amount from the following table in both 1,000,000 columns If the amount on line le, column ( a) or (b) is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line le
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1,000,000
g Grassroots nontaxable amount (enter 25% of line 1f) 250,000 h Subtract line 1g from line la If zero or less, enter-0- 0 i Subtract line 1f from line 1c If zero or less, enter-0- 0 ] If there is an amount otherthan zero on either line 1h or line li, did the organization file Form 4720 reporting F- Yes F- No section 4911 tax for this year?
4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbvina Exoenditures During 4-Year Averaaina Period
Calendar year (or fiscal year (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total beginning in)
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount 6,000,000 (150% of line 2a, column(e))
c Total lobbying expenditures 246,318 184,728 182,272 178,802 792,120
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
Grassroots ceiling amount e 1,500,000 150% of line 2d column e
f Grassroots lobbying expenditures Schedule C (Form 990 or 990-EZ) 2013 Schedule C (Form 990 or 990-EZ) 2013 Pa g e 3 Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 ( election under section 501(h)). (a) (b) For each "Yes " response to lines la through li below, provide in Part IV a detailed description of the lobbying activity. Yes No Amount
1 During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of a Volunteers? b Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? c Media advertisements? d Mailings to members, legislators, or the public? e Publications, or published or broadcast statements? f Grants to other organizations for lobbying purposes? g Direct contact with legislators, their staffs, government officials, or a legislative body? h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? i Other activities? j Total Add lines 1c through 1i 2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? b If "Yes," enter the amount of any tax incurred under section 4912 c If "Yes," enter the amount of any tax incurred by organization managers under section 4912 d If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). No 1 Were substantially all (90% or more) dues received nondeductible by members? 2 Did the organization make only in-house lobbying expenditures of $2,000 or less? 3 Did the organization agree to carry over lobbying and political expenditures from the prior year? Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered "Yes." 1 Dues, assessments and similar amounts from members 1 2 Section 162(e) nondeductible lobbying and political expenditures ( do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year 2a b Carryover from last year 2b c Total 2c 3 Aggregate amount reported in section 6033(e)(1 )(A) notices of nondeductible section 162(e) dues 3 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 4 5 Taxable amount of lobbying and political expenditures (see instructions) 5 Supplemental Information Provide the descriptions required for Part I-A, line 1, Part I-B, line 4, Part I-C, line 5, Part II-A (affiliated group list), Part II-A, line 2, and Part II-B. line 1 Also. comDlete this Dart for any additional information
Return Reference I Explanation
Schedule C (Form 990 or 990-EZ) 2013 Schedule C (Form 990 or 990-EZ) 2013 Page 4
Schedule D (Form 990) 2013 lefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493131024685 OMB No 1545-0047 SCHEDULE D Supplemental Financial Statements (Form 990) 0- Complete if the organization answered "Yes," to Form 990, 2013 Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b Department of the Treasury 0- Attach to Form 990. 0- See separate instructions . 1- Information about Schedule D (Form 990) II• . - Internal Revenue Service and its instructions is at www. irs.gov /form990. . -
Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts . Complete if the org anization answered "Yes" to Form 990 , Part IV , line 6. (a) Donor advised funds (b) Funds and other accounts 1 Total number at end of year 2 Aggregate contributions to (during year) 3 Aggregate grants from (during year) 4 Aggregate value at end of year 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? F Yes I No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? fl Yes fl No MRSTI-Conservation Easements . Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply) 1 Preservation of land for public use (e g , recreation or education) 1 Preservation of an historically important land area 1 Protection of natural habitat 1 Preservation of a certified historic structure fl Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year a Total number of conservation easements 2a b Total acreage restricted by conservation easements 2b c Number of conservation easements on a certified historic structure included in (a) 2c d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register 2d 3 N umber of conservation easements modified, transferred , released, extinguished , or terminated by the organization during the tax year 0-
4 N umber of states where property subject to conservation easement is located 0- 5 Does the organization have a written policy regarding the periodic monitoring , inspection , handling of violations, and enforcement of the conservation easements it holds? fl Yes fl No 6 Staff and volunteer hours devoted to monitoring , inspecting , and enforcing conservation easements during the year 0- 7 Amount of expenses incurred in monitoring , inspecting , and enforcing conservation easements during the year 0- $ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? F Yes 1 No 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the oraanization answered "Yes" to Form 990. Part IV. line 8. la If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items
(i) Revenues included in Form 990, Part VIII, line 1 $
(ii)Assets included in Form 990, Part X $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items
a Revenues included in Form 990, Part VIII, line 1 $
b Assets included in Form 990, Part X $ For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 52283D Schedule D ( Form 990) 2013 Schedule D (Form 990) 2013 Page 2 r:FTnFW Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply) a F Public exhibition d fl Loan or exchange programs b 1 Scholarly research e (- Other
c F Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII 5 During the year, did the organization solicit or receive donations of art, historical treasures or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? 1 Yes F No Escrow and Custodial Arrangements . Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X7 1 Yes F No b If "Yes," explain the arrangement in Part XIII and complete the following table A mount c Beginning balance 1c d Additions during the year ld e Distributions during the year le f Ending balance if 2a Did the organization include an amount on Form 990, Part X, line 21? fl Yes fl No
b If "Yes," explain the arrangement in Part XIII Check here if the explanation has been provided in Part XIII ...... F MWAF-Endowment Funds . Com p lete if the or anization answered "Yes" to Form 990 , Part IV, line 10. (a)Current year ( b)Prior year b (c)Two years back (d)Three years back (e)Four years back la Beginning of year balance . 96,410,132 90,503,649 94,883,173 84,084,571 77,585,393 b Contributions 2,899,934 1,660,634 1,826,498 2,062,907 1,975,603 c Net investment earnings, gains, and losses 16,216,292 9,730,487 -1,045,051 13,908,039 9,600,517 d Grants or scholarships 97,966 95,648 111,766 93,683 64,537 e Other expenditures for facilities and programs 4,515,637 4,597,352 4,424,213 4,476,599 4,407,691 f Administrative expenses . 826,164 791,638 624,992 602,062 604,714 g End of year balance 110,086,591 96,410,132 90,503,649 94,883,173 84,084,571
2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as
a Board designated or quasi-endowment 0- 9 800 %
b Permanent endowment 0- 31 000 % c Temporarily restricted endowment 0- 59 200 % The percentages in lines 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by Yes No (i) unrelated organizations ...... 3a(i) No (ii) related organizations ...... 3a(ii) No b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? . . I 3b 4 Describe in Part XIII the intended uses of the organization's endowment funds Land , Buildings , and Equipment . Complete if the organization answered 'Yes' to Form 990, Part IV, line 1 1 a See Form 990 Part X line 1(l Description of property (a) Cost or other (b)Cost or other ( c) Accumulated ( d) Book value basis ( investment) basis (other) depreciation
la Land 114 ,102 114,102
b Buildings 78 ,455,418 46,866,845 31,588,573 c Leasehold improvements . .
d Equipment 29,771,299 17,069,492 12,701,807
e Other 34,437,207 17,592,258 16,844,949 Total . Add lines 1a through 1 e (Column (d) must equal Form 990, Part X, column (B), line 10 (c).) . . 0- 61,249,431 Schedule D (Form 990) 2013 Schedule D (Form 990) 2013 Page 3 Investments - Other Securities . Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990. Part X. line 12- (a) Description of security or category ( b)Book value (c) Method of valuation (including name of security) Cost or end-of-year market value (1 )Financial derivatives (2)Closely-held equity interests 12,008,435 F (3)Other (A) COMMINGLED TRUST FUNDS 17,799,823 F
(B) EQUITY HEDGE FUNDS 14,126,629 F
(C) HEDGE FUND OF FUNDS 23,899,153 F
(D) OTHER ALTERNATIVE INVESTMENTS 19,696,934 F
(E) SPLIT INTERESTS AND OTHER 16,199,623 F
Total . (Column (b) must equal Form 990, Part X, col (B) line 12) 10 3,7 3 0,5 9 7 I gLvJ$$ Investments - Program Related . Complete it the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation Cost or end-of-year market value
Total . (Column (b) must equal Form 990, Part X, col (8) line 13 ) 0.1 Other Assets . Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d See Form 990, Part X, line 15 (a) Description (b) Book value (1) ACDCRUED INTEREST RECEIVABLE 65,913 (2) ASSETS OF 457 PLANS 363,758 (3) INTANGIBLE CAPITAL ASSETS 249,714 (4) LT RECEIVABLE FROM LESSE FROM CAP IMPROVEMENTS 81,640
Total . (Column (b) must equal Form 990, Part X, co/.(8) line 15.) 7 61,0 2 5 Other Liabilities . Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. 1 (a) Description of liability (b) Book value
Federal income taxes LT LIA ASSOC W/ IMPROVEMENTS MADE BY LESSEE 2,000,112 LIABILITIES ASSOC W/ SPLIT INTEREST AGREEMENTS 1,504,863 ASSETS RETIREMENT OBLIGATION 1,252,573 EMPLOYER SHARE OF FICA 86,518 REFUNDS DUE 41,346 MISC SUSPENSE 29,816
Total . (Column (b) must equa l Form 990, Part X, col (B) line 25) P. I 4,915,228 2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization ' s liability for uncertain tax positions under FIN 48 (ASC 740) Check here if the text of the footnote has been provided in Part XIII F Schedule D (Form 990) 2013 Schedule D (Form 990) 2013 Page 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the org anization answered 'Yes' to Form 990 , Part IV line 12a. 1 Total revenue, gains, and other support per audited financial statements . 1 76,699,074 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12 a Net unrealized gains on investments . 2a 5,978,306 b Donated services and use of facilities . 2b 2,818,950 c Recoveries of prior year grants 2c d Other (Describe in Part XIII ) ...... 2d 205,139 e Add lines 2a through 2d ...... 2e 9,002,395 3 Subtract line 2e from line 1 ...... 3 67,696,679 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1 a Investment expenses not included on Form 990, Part VIII, line 7b 4a 826,164 b Other (Describe in Part XIII ) ...... 4b -3,029,829 c Add lines 4a and 4b ...... 4c -2,203,665 5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, line 12 ) . . . . 5 65,493,014 « Reconciliation of Expenses per Audited Financial Statements With Expenses per Return . Complete if the org anization answered 'Yes' to Form 990 , Part IV line 12a. 1 Total expenses and losses per audited financial statements 1 63,973,118 2 Amounts included on line 1 but not on Form 990, Part IX, line 25 a Donated services and use of facilities . 2a 2,816,950 b Prior year adjustments 2b c Other losses ...... 2c d Other (Describe in Part XIII ...... 2d 3,032,246 e Add lines 2a through 2d ...... 2e 5,849,196 3 Subtract line 2e from line 1 ...... 3 58,123,922 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 826,164 b Other (Describe in Part XIII ) ...... 4b c Add lines 4a and 4b ...... 4c 826,164 5 Total expenses Add lines 3 and 4c. (This must equal Form 990, Part I, line 18 ) . . . . . 5 58,950,086 OT1174M Su pp lemental Information Provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b, Part V, line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to provide any additional information
Return Reference Explanation PART III, LINE 1A SCHEDULE D, PART III, LINE 1 - COLLECTIONS FOOTNOTE THE MUSEUM'S COLLECTIONS CONSIST OF APPROXIMATELY 30,000 ARTIFACTS USED PRIMARILY FOR EDUCATIONAL ACTIVITIES, ENCOMPASSING INTERPRETATIONS, DISCOVERY SPACES, EXHIBITS, LECTURES, CLASSES, DEMONSTRATIONS, REFERENCE SERVICES, OR OTHER PROGRAMS THE MUSEUM ALSO HAS A HISTORICAL AND ARCHIVAL COLLECTION THAT DOCUMENTS THE HISTORY OF THE INSTITUTION THE COMPOSITION OF THE MUSEUM'S COLLECTIONS BY ARTIFACT TYPE IS AS FOLLOWS NATURAL SCIENCES - 20,000 ITEMS, CULTURAL/PHYSICAL SCIENCE - 5,000 ITEMS, ARTWORK - 2,000 ITEMS, INSTITUTIONAL HISTORY - 3,000 ITEMS, ARCHIVES - 300 LINEAR FEET THE MUSEUM'S COLLECTIONS MANAGEMENT POLICY STIPULATES THAT THE MUSEUM WILL ONLY ACQUIRE OBJECTS USEFUL IN FULFILLING THE EDUCATIONAL PURPOSE STATED IN ITS MISSION THE MUSEUM ACCEPTS ONLY THOSE OBJECTS THAT CAN BE IMMEDIATELY PUT ON DISPLAY IN AN EXHIBIT, USED IN EDUCATIONAL PROGRAMS, OR IN FUTURE PROGRAMMING ITEMS MAY BE DE-ACCESSIONED FROM THE COLLECTIONS IF THEY ARE DETERMINED TO BE NO LONGER USEFUL OR RELEVANT IN ASSISTING THE MUSEUM IN FULFILLING ITS MISSION CONSISTENT WITH THE AMERICAN ASSOCIATION OF MUSEUMS' CODE OF ETHICS, MUSEUM POLICY SPECIFIES THAT PROCEEDS FROM THE DE-ACCESSIONING OF AN ITEM MAY ONLY BE USED FOR THE CONSERVATION OR ACQUISITION OF OTHER COLLECTIONS ITEMS IN ACCORDANCE WITH CURRENT PRACTICE GENERALLY FOLLOWED BY MUSEUMS, COLLECTIONS ARE NOT RECORDED AS ASSETS IN THE ACCOMPANYING FINANCIAL STATEMENTS PURCHASED ADDITIONS TO THE COLLECTIONS ARE RECORDED AS EXPENSES AT THE TIME ACQUIRED ALTHOUGH ARTIFACTS FROM THE COLLECTIONS MAY FROM TIME TO TIME BE INCORPORATED INTO EXHIBITS, THE MUSEUM'S EXHIBITS THEMSELVES ARE NOT CONSIDERED PART OF ITS COLLECTIONS AND MAY BE CAPITALIZED UNDER THE MUSEUM'S PROPERTY, PLANT, AND EQUIPMENT POLICIES PART III, LINE 4 THE MUSEUM'S COLLECTIONS ARE USED PRIMARILY FOR EDUCATIONAL ACTIVITIES, ENCOMPASSING INTERPRETATIONS, DISCOVERY SPACES, EXHIBITS, LECTURES, CLASSES, DEMONSTRATIONS, REFERENCE SERVICE, OR OTHER PROGRAMS THE MUSEUM ALSO HAS A HISTORICAL AND ARCHIVAL COLLECTION THAT DOCUMENTS THE IMPORTANT AND RICH HISTORY OFTHE INSTITUTION THE COLLECTIONS DEPARTMENT PROVIDES PROFESSIONAL STEWARDSHIP FOR ARTIFACTS THAT ARE TEMPORARILY IN THE CUSTODY OF THE MUSEUM THROUGH LOANS AND/OR TEMPORARY EXHIBITIONS COLLECTIONS CONSIST OF NATURAL SCIENCES - 20,000 ITEMS, CULTURAL/PHYSICAL SCIENCE - 5,000 ITEMS, ARTWORK - 2,000 ITEMS, INSTITUTIONAL HISTORY - 3,000 ITEMS, ARCHIVES - 300 LINEAR FEET LIVE ANIMALS INCLUDE BUTTERFLY GARDEN - APPROXIMATELY 300 BUTTERFLIES REPRESENTING 50 SPECIES, OTHER SPACES - 120 EITHER INDIVIDUAL ANIMALS OR COLONIES OF LIVE ANIMALS THROUGHOUT THE MUSEUM PRESENTING 50 SPECIES FIFTY OF THESE ARE ON EXHIBIT AND THE REST LIVE IN THE LIVE ANIMAL CARE CENTER PART V, LINE 4 THE MUSEUM'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS ("QUASI-ENDOWMENTS") THE ENDOWMENT CONSISTS OF 112 INDIVIDUAL DONOR RESTRICTED ENDOWMENT FUNDS AND 27 QUASI-ENDOWMENT FUNDS USED FOR A VARIETY OF PURPOSES THE RELATIVE USES OF THE ENDOWMENT (AS MEASURED BY FAIR VALUE) INCLUDE UNRESTRICTED/GENERAL - 27%, EXHIBIT CONSTRUCTION AND MAINTENANCE - 30%, PROGRAM SUPPORT - 17%, MIXED USE (PRIMARILY EXHIBITS AND PROGRAMS JOINTLY) - 16%, OTHER (INCLUDING LIBRARY, ACCESS, AND INTERNSHIPS) - 10% PART X, LINE 2 THE MUSEUM'S FOOTNOTE DISCLOSURE WITH RESPECT TO FIN 48 IS AS FOLLOWS THE MUSEUM IS EXEMPT FROM INCOME TAXATION ON ACTIVITIES RELATED TO ITS CHARITABLE PURPOSES UNDER THE PROVISIONS OF SECTION 501(C)(3)OFTHE INTERNAL REVENUE CODE AND IS QUALIFIED TO RECEIVE TAX-DEDUCTIBLE GIFTS AND BEQUESTS UNDER THE U S TAX CODE THE MUSEUM IS SUBJECT TO TAX ON INCOME FROM ANY BUSINESS IT CONDUCTS WHICH IS UNRELATED TO ITS CHARITABLE PURPOSES THE MUSEUM'S UNRELATED BUSINESS INCOME TAX IS LIMITED AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS THE MUSEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE-LIKELY-THAN- NOT" THRESHOLD APPLIED TO THE LIKELIHOOD OF POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN BEING SUSTAINED UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS THE MUSEUM HAS IDENTIFIED ITS STATUS AS A TAX-EXEMPT ENTITY AND THE DETERMINATION OF INCOME AS RELATED OR UNRELATED TO ITS EXEMPT PURPOSE TO BE ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION THE MUSEUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION THE MUSEUM'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED PART XI, LINE 2D - OTHER AMORTIZATION OF LIABILITY 205,140 ROUNDING VARIANCES -1 ADJUSTMENTS PART XI, LINE 4B - OTHER LOSS ON DISPOSAL OF CAPITAL ASSETS -416,102 FUNDRAISING EXPENSES ON LINE 8B - ADJUSTMENTS 205,206 COST OF GOODS SOLD ON LINE 10B -2,408,521 PART XII, LINE 2D - OTHER CAPITALIZED BOND FEES 2,417 FUNDRAISING EXPENSES ON LINE 8B 205,206 COST OF ADJUSTMENTS GOODS SOLD ON LINE 10B 2,408,521 LOSS ON DISPOSAL OF CAPITAL ASSETS 416,102 ROUNDING VARIANCES Schedule D (Form 990) 2013 Schedule D (Form 990) 2013 Page 5
Schedule D (Form 990) 2013 lefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493131024685 SCHEDULE F Statement of Activities Outside the United States OMB No 1545-0047 (Form 990) n Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. 2013 n Attach to Form 990. ► See separate instructions. Department of the Treasury n Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990. Internal Revenue Service Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916 General Information on Activities Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 14b. 1 For grantmakers .Does the organization maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ...... F Yes fl No
2 For grantmakers . Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the United States.
3 Activites per Region (The following Part I, line 3 table can be duplicated if additional space is needed )
(a) Region (b) Number of (c) Number of (d) Activities conducted in (e) If activity listed in (d) is (f) Total expenditures offices in the employees, region (by type) (e g , a program service, describe for and investments region agents, and fundraising, program specific type of in region independent services, investments, grants service(s) in region contractors in to recipients located in the region reg ion) 1) See Add'I Data
( 2)
( 3)
(4)
( 5)
3a Sub-total 0 0 65 , 588 b Total from continuation sheets 0 0 29,688,666 to Part I c Totals (add lines 3a and 3b) 0 0 29,754,254 For Paperwork Reduction Act Notice, see the Instructions for Form 990 . Cat N o 50082W Schedule F (Form 990) 2013 Schedule F (Form 990) 2013 Page 2 Grants and Other Assistance to Organizations or Entities Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed. 1 (b) IRS code ( c) Region ( d) Purpose of (e) Amount of (f) Manner of (g) Amount (h) Description ( i) Method of (a) Name of section grant cash grant cash of non-cash of non-cash valuation organization and EIN ( if disbursement assistance assistance (book, FMV, applicable) appraisal, other) ( 1) CENTRAL AMERICA PROGRAM 6,500 WIRE TRANSFER STIPENDS (2) CENTRAL AMERICA PROGRAM 5,350 WIRE TRANSFER STIPENDS (3)
(4)
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter . . . .
Enter total number of other organizations or entities . Schedule F (Form 990) 2013 Schedule F (Form 990) 2013 Page 3 Grants and Other Assistance to Individuals Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 16. Part III can be duplicated if additional space is needed. (a) Type of grant or (b) Region ( c) Number of ( d) Amount of (e) Manner of cash (f) Amount of (g) Description (h) Method of assistance recipients cash grant disbursement non-cash of non-cash valuation assistance assistance (book, FMV, a pp raisal , other ) (1) SCHOLARSHIPS EAST ASIA AND THE 8 6,500 WIRE TRANSFER PACIFIC (2) SCHOLARSHIPS EUROPE 1 5,000 WIRE TRANSFER (INCLUDING ICELAND & GREENLAND) (3) SCHOLARSHIPS MIDDLE EAST AND 2 9,000 WIRE TRANSFER NORTH AFRICA (4) SCHOLARSHIPS NORTH AMERICA 1 2,500 WIRE TRANSFER
(5) SCHOLARSHIPS RUSSIA AND 1 2,500 WIRE TRANSFER NEIGHBORING STATES (6) SCHOLARSHIPS SOUTH AMERICA 5 10,500 WIRE TRANSFER
(7) SCHOLARSHIPS SOUTH ASIA 1 1,000 WIRE TRANSFER
(8) PROGRAM SUPPORT NORTH AMERICA 1 1,500 WIRE TRANSFER STIPEND (9)
( 10)
( 11)
( 12)
( 13)
( 14)
( 15)
( 16)
( 17)
( 18)
Schedule F (Form 990) 2013 Schedule F (Form 990) 2013 Page 4 Foreign Forms
1 Was the organization a U S transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926) F Yes F- N o
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520 -A, Annual Information Return of Foreign Trust With a U. S. Owner (see Instructions for Forms 3520 and 3520-A) F- Yes F N o
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471) F Yes F- N o
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If " Yes,"the organization may be required to file Form 8621 , Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621 ) F Yes F- No
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865) F Yes F- N o
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713). F- Yes F No
Schedule F ( Form 990) 2013 Schedule F (Form 990) 2013 Page 5 Supplemental Information Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
990 Schedule F, Supplemental Information Return Reference Explanation
SCHEDULE F, PART I, LINE THE MUSEUM OF SCIENCE IS THE FLAGSHIP SITE FOR THE INTEL COMPUTER CLUBHOUSE NETWORK, WHICH 2 INCLUDES SITES BOTH WITHIN AND OUTSIDE THE US THE MUSEUM'S PRIMARY ROLE IS TO ADVISE AND TO COORDINATE COMMUNICATION AND COOPERATION BETWEEN SITES, BUT EACH SITE IS AN INDEPENDEN T ENTITY THE MUSEUM WILL OCCASIONALLY PROVIDE PASS-THROUGH FUNDING FROM INTEL TO HELP IN ESTABLISHMENT AND UPGRADE CLUBHOUSE SITES, AND ALSO PROVIDES TRAVEL SUPPORT FOR REPRESENTA TIVES FROM SITES TO ATTEND THE NETWORK ANNUAL MEETING AND THE BIENNIAL TEEN SUMMIT, AN EVE NT THAT INCLUDES OPPORTUNITIES FOR CLUBHOUSE YOUTH TO EXPRESS THEMSELVES USING GRAPHIC DES IGN, VIDEO ANIMATION, DIGITAL ART, MUSIC, RADIO, DOCUMENTARY FILM-MAKING, AND 3-D MODELING THE MUSEUM'S OTHER MAJOR GRANT-MAKING ROLE IN THE NETWORK IS TO PASS THROUGH INTEL FUNDI NG FOR CLUBHOUSE TO COLLEGE SCHOLARSHIPS SCHOLARSHIPS ARE AWARDED THROUGH AN APPLICATION PROCESS WHICH INCLUDES REVIEW BY STAFF OF THE CLUBHOUSE NETWORK, A REPRESENTATIVE FROM MIT , A REPRESENTATIVE FROM INTEL, AND A MUSEUM STAFF PERSON NOT DIRECTLY ASSOCIATED WITH THE CLUBHOUSE PROGRAM AND HAS ALSO INCLUDED MENTORS AND STAFF FROM AROUND THE NETWORK SCHOLAR SHIPS ARE PAID TO THE CLUBHOUSE SITE OR TO THE SCHOOL ATTENDED, NOT TO THE INDIVIDUAL STUD ENT FOR ALL TYPES OF FUNDING, RECIPIENT SITES ARE REQUIRED TO PROVIDE NARRATIVE AND FINAN CIAL REPORTING TO THE MUSEUM TO ENSURE PROPER USE OF FUNDS SITES THAT HAVE DEMONSTRATED A N INABILITY TO PERFORM ADEQUATE ADMINISTRATION OF GRANT FUNDS ARE NOT ELIGIBLE FOR FUTURE FUNDING, ALTHOUGH THEY MAY CONTINUE TO PARTICIPATE IN THE NETWORK IN OTHER WAYS ALL SITES ARE REQUIRED TO BE LEGALLY RECOGNIZED AS CHARITIES IN THEIR HOME JURISDICTIONS AS A CONDI TION OF NETWORK MEMBERSHIP SCHEDULE F, PART I, LINE 3 - GRANT-MAKING GRANT-MAKING EXPEND ITURES OUTSIDE THE UNITED STATES ARE DIRECTLY ACCOUNTED FOR ON THE MUSEUM'S FINANCIAL STAT EMENTS AS PROGRAM EXPENDITURES NOT DISTINGUISHED IN ANY WAY FROM SIMILAR GRANTS MADE TO RE CIPIENTS WITHIN THE UNITED STATES STAFF PROFESSIONAL DEVELOPMENT AND PROGRAM DISSEMINATIO N AS THE MUSEUM EXPANDS ITS PROGRAMMING INTERNATIONALLY, STAFF ARE INCREASINGLY CALLED UP ON TO TRAVEL TO MEETINGS AND CONFERENCES IN OTHER COUNTRIES, AND TO VISIT PEER INSTITUTION S TO REVIEW PROGRAMS AND EXHIBITS WHICH MAY POTENTIALLY BE ADDED TO THE MUSEUM'S OWN OFFER INGS STAFF ALSO INTRODUCE OTHER INSTITUTIONS TO PROGRAMS AND MATERIALS THE MUSEUM HAS DEV ELOPED COSTS ASSOCIATED WITH SUCH TRAVEL ARE ACCOUNTED FOR UNDER THE SAME ACCOUNTABLE PLA N AS THE MUSEUM'S DOMESTIC TRAVEL Additional Data
Software ID: Software Version: EIN: 04 -2103916 Name : MUSEUM OF SCIENCE
Form 990 Schedule F Part I - Activities Outside The United States (a) Region ( b) Number of ( c) Number of (d) Activities conducted (e) If activity listed in (f) Total expenditures offices in the employees or in region (by type) ( i e , (d) is a program for region region agents in fundraising, program service , describe region services , grants to specific type of service recipients located in the (s) in region region) EAST ASIA AND THE 0 0 GRANTMAKING 17,200 PACIFIC EUROPE (INCLUDING 0 0 GRANTMAKING 13,000 ICELAND & GREENLAND) MIDDLE EAST AND NORTH 0 0 GRANTMAKING 9,000 AFRICA Form 990 Schedule F Part I - Activi ties Outside T he United States (a) Region ( b) Number of ( c) Number of (d) Activities conducted (e) If activity listed in (f) Total expenditures offices in the employees or in region (by type) ( i e , (d) is a program service, for region region agents in fundraising , program describe specific type of region services, grants to service ( s) in region recipients located in the region) NORTH AMERICA 0 0 GRANTMAKING 4,000
EAST ASIA AND THE 0 0 PROGRAM SERVICES TRAVEL TO 7,476 PACIFIC CONFERENCES, SEMINARS, AND PEER INSTITUTIONS SOUTH AMERICA 0 0 GRANTMAKING 10,850 Form 990 Schedule F Part I - Activities Outside T he United States (a) Region (b) Number of (c) Number of (d) Activities (e) If activity listed in (f) Total expenditures offices in the employees or conducted in region (by (d) is a program service, for region region agents in type) (i e , fundraising, describe specific type of region program services, service(s) in region grants to recipients located in the region) SOUTH ASIA 0 0 GRANTMAKING 1,000
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL TO 3,062 CONFERENCES, SEMINARS, AND PEER INSTITUTIONS EUROPE (INCLUDING 0 0 PROGRAM SERVICES TRAVELTO 105,544 ICELAND & GREENLAND) CONFERENCES, SEMINARS, AND PEER INSTITUTIONS Form 990 Schedule F Part I - Activities Outside The United States (a) Region (b) Number of ( c) Number of (d) Activities ( e) If activity listed in ( f) Total expenditures offices in the employees or conducted in region ( by (d) is a program service, for region region agents in type ) ( i e , fundraising , describe specific type of region program services, service(s) in region grants to recipients located in the region) RUSSIA AND 0 0 PROGRAM SERVICES TRAVEL TO 1,567 NEIGHBORING STATES CONFERENCES, SEMINARS, AND PEER INSTITUTIONS SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL TO 11,666 CONFERENCES, SEMINARS, AND PEER INSTITUTIONS CENTRAL AMERICA AND 0 0 PROGRAM SERVICES TRAVEL TO 3,108 THE CARIBBEAN CONFERENCES, SEMINARS, AND PEER INSTITUTIONS Form 990 Schedule F Part I - Activities Outside The United States (a) Region (b) Number of ( c) Number of (d) Activities conducted (e) If activity listed in ( f) Total expenditures offices in the employees or in region (by type) ( i e , (d) is a program for region region agents in fundraising , program service , describe region services, grants to specific type of service recipients located in the (s) in region region) CENTRAL AMERICA AND 0 0 GRANTMAKING 11,850 THE CARIBBEAN RUSSIA AND 0 0 GRANTMAKING 7,500 NEIGHBORING STATES SUB-SAHARAN AFRICA 0 0 GRANTMAKING 5,000 Form 990 Schedule F Part I - Activities Outside T he United States (a) Region ( b) Number of (c) Number of (d) Activities (e) If activity listed in (f) Total expenditures offices in the employees or conducted in region ( by (d) is a program service, for region region agents in type) ( i e , fundraising , describe specific type of region program services, service ( s) in region grants to recipients located in the region) NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL TO 2,075 CONFERENCES, SEMINARS, AND PEER INSTITUTIONS CENTRAL AMERICA AND 0 0 INVESTMENTS 22,846,109 THE CARIBBEAN EUROPE (INCLUDING 0 0 INVESTMENTS 6,694,247 ICELAND & GREENLAND) efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 SCHEDULEG Supplemental Information Regarding OMB No 1545-0047 (Form 990 or 990-EZ) Fundraising or Gaming Activities Complete if the organization answered " Yes" to Forth 990, Part IV, lines 17 , 18, or 19, or if the 2013 Department of the Treasury organization entered more than $ 15,000 on Forth 990-EZ, line 6a . Op e n to Public Ob'Attach to Form 990 or Forth 990-EZ. Ob' See separate instructions. Internal Revenue Service Ins p ection 'Information about Schedule G (Forth 990 or990-EZ) and its instructions is at www.irs.aov /form990. Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916 Fundraising Activities . Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
Indicate whether the organization raised funds through any of the following activities Check all that apply a F Mail solicitations e F Solicitation of non-government grants b F Internet and email solicitations f F Solicitation of government grants c F Phone solicitations g F Special fundraising events d F In-person solicitations
2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? F Yes 1! No b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization
(i) Name and address of (ii) Activity (iii) Did (iv) Gross receipts (v) Amount paid to (vi) Amount paid to individual fundraiser have from activity (or retained by) (or retained by) or entity (fundraiser) custody or fundraiser listed in organization control of col (i) contributions? Yes No 1 TELEMARKETING ARTSMARKETING SERVICES 260 KING ST EAT 500 No 149,800 79,547 70,253
TORONTO, ONTARIO CA M54 4L5 2 CONSULTING CONVENTURES INC ONE DESIGN CENTER No 0 19,000 -19,000 PLACE
BOSTON MA 02210 3 CONSULTING/ THE WAYLAND GROUP FUNDRAISING INC COUNSEL 323 BOSTON POST RD No 0 36,448 -36,448 3C
SUDBURY, MA 01776 4 CONSULTING PENTERAINC 8650 COMMERCE PARK PL STE G No 0 12,120 -12,120
INDIANAPOLIS, IN 46268 5 CONSULTING/ MEMBERSHIP STRATEGIC CONSULTANTS PLANNING No 0 38,547 -38,547 3868 RUSSELL BLVD
ST LOUIS, MO 63110 6 CONSULTING MERSKY JAFFE & ASSOCIATES No 0 11,000 -11,000 37 CEDAR ST
NEWTON MA 02459 7
8
9
10
Total ...... 149,800 196,662 -46,862
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing
CT, FL, MA, NH, NY
For Paperwork Reduction Act Noticee see the Instructions for Form 990or 990-EZ . Cat No 50083H Schedule G (Form 990 or 990 - EZ) 2013 Schedule G (Form 990 or 990-EZ) 2013 Page 2 Fundraising Events . Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. (a) Event #1 (b) Event #2 (c) Other events (d) Total events (add col (a) through SCIENCE BEHIND MOUNTAIN CLIMB 2 col (c)) GALA (event type) (total number) (event type) co 1 Gross receipts 529,914 147,348 181,566 858,828
2 Less Contributions 468,736 145,998 174,791 789,525 3 Gross income (line 1 minus line 2) 61,178 1,350 6,775 69,303
4 Cash prizes
5 Noncash prizes u7 6 Rent/facility costs
7 Food and beverages 58,514 4,365 2,604 65,483
8 Entertainment 500 500
9 Other direct expenses 98,519 11,045 29,659 139,223
(205,206) 10 Direct expense summary Add lines 4 through 9 in column (d) ...... ► 11 Net income summary Subtract line 10 from line 3, column (d) ...... -135,903 Gaming . Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (a) Bingo (b) Pull tabs/Instant (c) Other gaming (d) Total gaming (add bingo/progressive bingo col (a) through col co (c)) 1 Gross revenue .
2 Cash prizes u) C 3 Non-cash prizes
LIJ 4 Rent/facility costs .
5 Other direct expenses
F Yes F %_ F Yes- % Yes------6 Volunteer labor fl No fl No F No
7 Direct expense summary Add lines 2 through 5 in column (d) ►
8 Net gaming income summary Subtract line 7 from line 1, column (d) ►
9 Enter the state (s) in which the organization operates gaming activities a Is the organization licensed to operate gaming activities in each of these states? ...... Yes r No b If "No," explain
------10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . . . . F Yes F No b If "Yes," explain
Schedule G (Form 990 or 990-EZ) 2013 Schedule G (Form 990 or 990-EZ) 2013 Page 3 11
Does the organization operate gaming activities with nonmembers? ...... Yes F No 12 Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...... Yes F No 13 Indicate the percentage of gaming activity operated in a The organization ' s facility 13a % b An outside facility 13b % 14 Enter the name and address of the person who prepares the organization's gaming /special events books and records
Name ►
Address ►
15a Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ...... r- Yes r- No b If "Yes," enter the amount of gaming revenue received by the organization ► $ and the amount of gaming revenue retained by the third party $
c If "Yes," enter name and address of the third party
Name '
Address '
16 Gaming manager information
Name '
Gaming manager compensation ► $
Description of services provided
F Director/officer F Employee F Independent contractor 17 Mandatory distributions a Is the organization required understate law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ...... r-Yes r-No b Enter the amount of distributions required under state law distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year $ Supplemental Information . Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions). Return Reference Explanation
SCHEDULE G, PART I, HE MUSEUM'S USE OF EXTERNAL FUNDRAISERS MAY, IN ANY GIVEN YEAR, CONSIST OF A) LINE 2B GENERAL FUNDRAISING COUNSEL, WHOSE WORK IS GENERALLY TOO INTEGRATED INTO THE MUSEUM'S OVERALL ADVANCEMENT FUNCTION TO HAVE "GROSS RECEIPTS" AMOUNTS SPECIFICALLY ASSIGNED, B) DIRECT-MAIL COMPANIES, WHOSE WORK RANGES FROM SIMPLE LARGE-SCALE MAILING OF MATERIALS DEVELOPED AND PRODUCED BY THE MUSEUM ITSELF O A MORE DIRECT INVOLVEMENT IN THE DESIGN AND CREATION OF THE SOLICITATION MATERIALS, AND C)TELEMARKETERS IN CASES SUCH AS DIRECT MAIL WHERE COSTS OTHER THAN THE FUNDRAISING SERVICES ARE INCURRED (SUCH AS POSTAGE,PRINTING, ETC ),THE COMPANY'S INVOICING IS IN SUFFICIENT DETAIL TO ALLOWTHE MUSEUM TO TRACK AND CODE THOSE EXPENSES SEPARATELY FROM THE AMOUNTS REPORTED AS "PROFESSIONAL FUNDRAISING FEES" ON FORM 990, PART IX, LINE 11E FOR THE COMPANIES LISTED IN SCHEDULE G,THOSE ADDITIONAL EXPENSES TOTALED $19,836 ALL AGREEMENTS WITH OUTSIDE FUNDRAISERS PROVIDE FOR INVOICING OF THE MUSEUM BASED ON SOLICITATIONS MADE, RATHER THAN WITHHOLDING OF AMOUNTS FROM FUNDS RAISED NO OUTSIDE FUNDRAISER HAS CUSTODY OF ANY FUNDS RAISED Schedule G ( Form 990 or 990 - EZ) 2013 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 Schedule I OMB No 1545-0047 (Form 990 ) Grants and Other Assistance to Organizations, Governments and Individuals in the United States 2013 Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22. Department of the Treasury ► Attach to Form 990 • Internal Revenue Service ► Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990 . Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916 jlj^l General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ...... F Yes 1 No 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the U nited States Grants and Other Assistance to Governments and Organizations in the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of ( b) EIN (c) IRC Code (d) Amount of cash (e) Amount of non- (f ) Method of ( g) Description of (h) Purpose of grant organization section grant cash valuation non-cash assistance or assistance or government if applicable assistance (book, FMV, appraisal, other )
See Additional Data Table
2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table lik. 33
3 Enter total number of other organizations listed in the line 1 table . . 2
For Paperwork Reduction Act Notice, see the Instructions for Form 990 . Cat No 50055P Schedule I (Form 990) 2013 Schedule I (Form 990) 2013 Page 2 Grants and Other Assistance to Individuals in the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance ( b)N umber of (c)Amount of ( d)Amount of (e)Method of valuation (book, (f)Description of non-cash assistance recipients cash grant non-cash assistance FMV, appraisal, other)
(1)ADMISSION FEE WAIVERS 19138 0 100,643 RETAIL PRICE FEE WAIVER
(2) COURSE FEE WAIVERS 59 0 29,950 RETAIL PRICE FEE WAIVER
(3) OVERNIGHT PROGRAM FEE WAIVERS 978 0 48,895 RETAIL PRICE FEE WAIVER
(4) MEMBERSHIP FEE WAIVERS 8 0 990 RETAIL PRICE FEE WAIVER
(5) TEACHER STIPENDS 377 177,659
(6) COLLEGE SCHOLARSHIPS 30 49,500
(7) SUBAWARDS UNDER FEDERAL 1 36,289 GRANTS Su pp lemental Information . Provide the information re q uired in Part I , line 2 , Part III , column ( b ), and an y other additional information. Return Reference Explanation SCHEDULE I, PART I, LINE 2 CASH GRANTS THE MUSEUM'S CASH AWARDS FALL INTO FOUR CATEGORIES A) SUBAWARDS UNDER GRANTS - THESE ARE MONIES PASSED THROUGH TO INSTITUTIONS WHO HAVE APPLIED FOR GOVERNMENT AND PRIVATE GRANTS JOINTLY WITH THE MUSEUM THE MUSEUM MONITORS THE SUBAWARDEES' USE OF FUNDS IN ACCORDANCE WITH THE REGULATIONS GOVERNING SUCH GRANTS AND THE ADEQUACY OF THIS MONITORING IS AUDITED ANNUALLY UNDER THE PROVISIONS OF OMB CIRCULAR A-133 B) PRIZES AND AWARDS - THE MUSEUM ADMINISTERS TWO ANNUAL AWARDS FOR THE RECOGNITION OF SCIENTIFIC PUBLICATION AND COMMUNICATION AS THESE AWARDS ARE HONORARIA, MONITORING OFTHEIR USE IS NOT APPLICABLE C) STIPENDS - THESE ARE PAYMENTS TO PARTICIPANTS IN PROFESSIONAL DEVELOPMENT WORKSHOPS OFFERED BY THE MUSEUM OR IN PILOT TESTING OF MUSEUM PRODUCTS AND PROGRAMS AS THESE PAYMENTS ARE SIMPLE FLAT STIPENDS BASED ON NUMBER OF WORKSHOP DAYS, OR ON PILOT TEST MILESTONES, MONITORING OF THEIR USE IS NOT APPLICABLE D) COMPUTER CLUBHOUSE NETWORK SUPPORT - THE MUSEUM MAKES PAYMENTS BOTH TO AND ON BEHALF OF MEMBER SITES IN THE INTEL COMPUTER CLUBHOUSE NETWORK, OF WHICH THE MUSEUM IS THE FLAGSHIP SITE THE MUSEUM'S PRIMARY ROLE IS TO ADVISE AND TO COORDINATE COMMUNICATION AND COOPERATION BETWEEN SITES, BUT EACH SITE IS AN INDEPENDENT ENTITY THE MUSEUM OCCASIONALLY PROVIDES PASS-THROUGH FUNDING FROM INTEL TO HELP ESTABLISH AND UPGRADE CLUBHOUSE SITES, AND ALSO PROVIDES TRAVEL SUPPORT FOR REPRESENTATIVES FROM SITES TO ATTEND THE NETWORK'S ANNUAL MEETING AND THE BIENNIAL TEEN SUMMIT THE MUSEUM ALSO PASSES THROUGH INTEL FUNDING FOR "CLUBHOUSE TO COLLEGE" SCHOLARSHIPS SCHOLARSHIPS ARE AWARDED THROUGH AN APPLICATION PROCESS WHICH INCLUDES REVIEW BY STAFF OF THE CLUBHOUSE NETWORK,A REPRESENTATIVE FROM MIT,A REPRESENTATIVE FROM INTEL, MUSEUM STAFF PEOPLE NOT DIRECTLY ASSOCIATED WITH THE CLUBHOUSE PROGRAM AND HAS ALSO INCLUDED MENTORS AND STAFF FROM AROUND THE NETWORK FOR TRAVEL STIPENDS AND OTHER SUPPORT OF CLUBHOUSE SITES, THE MUSEUM REQUIRES BOTH NARRATIVE AND FINANCIAL REPORTING TO ENSURE FUNDS ARE USED APPROPRIATELY FOR SCHOLARSHIPS PAID ON BEHALF OF INDIVIDUAL STUDENTS FROM CLUBHOUSE SITES, CHECKS ARE ISSUED DIRECTLY TO THE COLLEGE BEING ATTENDED RATHER THAN TO THE STUDENT TO ENSURE THE USE OFTHE FUNDS IS FOR THE PURPOSE INTENDED NON-CASH GRANTS THE MUSEUM ALSO PROVIDES SUBSTANTIAL NON-CASH "SCHOLARSHIPS" FOR REDUCED-FEE OR NO-FEE PARTICIPATION IN MUSEUM PROGRAMS FOR WHICH A FEE IS USUALLY CHARGED FOR THESE TRANSACTIONS, NO FUNDS ARE DISBURSED TO THE GRANTEE, THEY ARE SIMPLY CHARGED LESS, OR NOT AT ALL, FOR THE PROGRAM ATTENDED ELIGIBILITY IS DETERMINED IN A NUMBER OF WAYS, DEPENDING ON THE NATURE OF THE GRANTEE SCHOOLS ARE EVALUATED BASED ON LOCATION IN UNDER-SERVED NEIGHBORHOODS OR BY PERCENTAGE OF FREE/REDUCED LUNCH PROGRAM STUDENTS COMMUNITY GROUPS ARE EVALUATED ON THE BASIS OF CHARITABLE STATUS INDIVIDUAL GRANTEES ARE EVALUATED ON THE BASIS OF INCOME OR RESIDENCE IN UNDER-SERVED AREAS AS THE OPERATION OFTHESE NON-CASH AWARDS IS ENTIRELY INTERNAL TO THE MUSEUM, MONITORING THE USE OF THE FUNDS IS ALSO ENTIRELY INTERNAL AND ACCOMLISHED THROUGH THE MUSEUM'S OWN ACCOUNTING SYSTEM Schedule I (Form 990) 2013 Additional Data
Software ID: Software Version: EIN: 04 -2103916 Name : MUSEUM OF SCIENCE
Form 990,Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section (d) Amount of cash ( e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance (book, FMV, appraisal, other)
MARYLAND SCIENCE 52-0668166 501(C)(3) 50,048 FED'L SUBAWARD CENTER CREATING 601 LIGHT ST COMMUNITIES OF BALTIMORE,MD 21230 LEARNERS Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non- (f ) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
LEWIS AND CLARK 93-0386858 501(C)(3) 43,376 FED'L SUBAWARD COLLEGE CREATING 0615 SW PALATINE HILL COMMUNITIES OF RD LEARNERS PORTLAND,OR 97219 Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non - ( f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance (book, FMV, appraisal, other)
JOHNS HOPKINS 52-0595110 501(C)(3) 31,217 FED'L SUBAWARD UNIVERSITY CREATING 1101 E 33RD ST COMMUNITIES OF BALTIMORE,MD 21211 LEARNERS Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non- (f ) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
MADISON CHILDRENS 39-1383497 501(C)(3) 26,048 FED'L SUBAWARD MUSEUM CREATING 100 N HAMILTON ST COMMUNITIES OF MADISO N, WI 53703 LEARNERS Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of (b) EIN (c) IRC Code section (d) Amount of cash (e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
EVERGREENE RESEARCH & 45-3341721 18,820 FED'L SUBAWARD EVALUATION CREATING 127 COBBLER LANE COMMUNITIES OF SUGAR HILL,IL 60054 LEARNERS Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
HARVARD UNIVERSITY 04-2103580 501(C)(3) 13,527 FED'L SUBAWARD 1033 MASS AVE STE 3 CREATING CAMBRIDGE,MA 02138 COMMUNITIES OF LEARNERS Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
IDEUM INC 94-3385783 22,154 FED'L SUBAWARD 2469 CORRALES RD BLDG CREATING C COMMUNITIES OF CORRALES,NM 87048 LEARNERS Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section (d) Amount of cash (e) Amount of non - ( f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
WGBH EDUCATIONAL 04-2104397 501(C)(3) 8,032 FED'L SUBAWARD FOUNDATION MUS MEDIA FOR ONE GUEST ST EVERYONE BOSTON,MA 02135 Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section (d) Amount of cash (e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
TOWNSON UNIVERSITY 52-0939453 STATE OF MD 76,259 FED'L SUBAWARD 8000 YORK RD EXPLORING THE TOWNSON,MD 21252 EFFICACY OF ELEMENTARY ENGINEERING Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f ) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
SCIENCE MUSEUM OF 41-0706172 501(C)(3) 1,790,414 FED'L SUBAWARD MINNESOTA NANOSCALE 120 W KELLOGG BLVD INFORMAL SCIENCE ST PAUL,MN 55102 EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f ) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
OREGON MUSEUM OF 93-0402877 501(C)(3) 257,003 FED'L SUBAWARD SCIENCE &INDUSTRY NANOSCALE 1945 SE WATER AVE INFORMAL SCIENCE PORTLAND,OR 97214 EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of (b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
SCIENCENTER 22-2470652 501(C)(3) 228,250 FED'L SUBAWARD 601 FIRST ST NANOSCALE ITHACA,NY 14850 INFORMAL SCIENCE EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
NORTH CAROLINA 56-0938434 501(C)(3) 144,260 FED'L SUBAWARD MUSEUM OF LIFE NANOSCALE SCIENCES INFORMAL SCIENCE 433 W MURRAY AVE EDUCATION DURHAM,NC 27704 Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non- (f ) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
MATERIALS RESEARCH 31-1037979 501(C)(3) 130,434 FED'L SUBAWARD SOCIETY NANOSCALE 506 KEYSTONE DR INFORMAL SCIENCE WARRENDALE,PA 15086 EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
THE REGENTS OF UNIV OF 94-6002123 STATE OF CA 126,256 FED'L SUBAWARD CA BERKELEY NANOSCALE 171 UNIVERSITY HALL SPC INFORMAL SCIENCE 1104 EDUCATION BERKELEY,CA 94720 Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non- (f ) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
CHILDRENS MUSEUM OF 74-2178563 501(C)(3) 107,468 FED'L SUBAWARD HOUSTON NANOSCALE 1500 BINZ ST INFORMAL SCIENCE HOUSTON,TX 77004 EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance (book, FMV, appraisal, other)
SRI INTERNATIONAL 94-1160950 501(C)(3) 101,615 FED'L SUBAWARD 333 RAVENWOOD AVE NANOSCALE MENLO PARK,CA INFORMAL SCIENCE 940253493 EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
UNIVERSITY OF 39-6028867 STATE OF WI 78,981 FED'L SUBAWARD WISCONSIN NANOSCALE 1220 LINDEN DR INFORMAL SCIENCE MADISON,WI 53706 EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section (d) Amount of cash (e) Amount of non - ( f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance (book, FMV, appraisal, other)
THE FRANKLIN INSTITUTE 23-1370501 501(C)(3) 67,727 FED'L SUBAWARD SCIENCE MUSEUM NANOSCALE 222 NORTH 20TH ST INFORMAL SCIENCE PHILADELPHIA,PA 19103 EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non - ( f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
EXPLORATORIUM 94-1696494 501(C)(3) 34,361 FED'L SUBAWARD 3601 LYON STREET NANOSCALE SAN FRANCISCO,CA INFORMAL SCIENCE 94123 EDUCATION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section (d) Amount of cash ( e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
ASSOCIATION OF 52-1926756 501(C)(3) 7,978 FED'L SUBAWARD SCIENCE- TECHNOLOGY NANOSCALE CENTERS INFORMAL SCIENCE 1025 VERMONT AVE NW EDUCATION 500 WASHINGTON,DC 20005 Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
SACRAMENTO FOOD BANK 94-3315566 501(C)(3) 5,850 PRIVATE AND FAMILY SERVICES SUBAWARD/STIPEND 3333 THRID AVE INTEL COMPUTER SACRAMENTO,CA 95817 CLUBHOUSE NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
BEAERTON POLICE 46-2040546 501(C)(3) 5,750 PRIVATE ACTIVITIES LEAGUE SUBAWARD/STIPEND 12500 SW ALLEN BLVD INTEL COMPUTER BEAVERTON,OR 97005 CLUBHOUSE NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
LISTOAMERICA INC 26-4370987 501(C)(3) 5,750 PRIVATE 1800 E MCFADDEN AVE SUBAWARD/STIPEND STE 200A INTEL COMPUTER SANTA ANA,CA 92705 CLUBHOUSE NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance (book, FMV, appraisal, other)
FAIRFAX COUNTY 54-0787833 FAIRFAX CITY, VA 5,700 PRIVATE NEIGHBORHOOD AND SUBAWARD/STIPEND COMMUNITY SVCES INTEL COMPUTER 12011 GOVT CTR PKWY CLUBHOUSE FAIRFAX,VA 22035 NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of (b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f ) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance (book, FMV, appraisal, other)
WESTSIDE YOUTH TECH 36-4329110 501(C)(3) 5,600 PRIVATE ENTREPENEUR CENTER SUBAWARD/STIPEND 4213 W MADISON INTEL COMPUTER CHICAGO,IL 60624 CLUBHOUSE NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non- (f) Method of ( g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
BOYS AND GIRLS CLUBS 94-1497000 501(C)(3) 5,500 PRIVATE OF NORTH SAN MATEO SUBAWARD/STIPEND COUNTY INTEL COMPUTER 201 W ORANGE AVE CLUBHOUSE SOUTH SAN FRANSISCO, NETWORK CA 94080 Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
MEXICAN AMERICAN 95-2599416 501(C)(3) 5,500 PRIVATE OPPORTUNTIES SUBAWARD/STIPEND FOUNDATION INTEL COMPUTER 401 N GARFIELD AVE CLUBHOUSE MONTEBELLO,CA 90640 NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section (d) Amount of cash ( e) Amount of non- (f ) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
BOYS AND GIRLS CLUBS 04-2103922 501(C)(3) 5,500 PRIVATE OF BOSTON INC SUBAWARD/STIPEND 50 CONGRESS ST STE 730 INTEL COMPUTER BOSTON,MA 02109 CLUBHOUSE NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash (e) Amount of non - ( f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
BOYS AND GIRLS CLUBS 94-1552134 501(C)(3) 5,500 PRIVATE OF THE PENINSULA SUBAWARD/STIPEND 401 PIERCE RD INTEL COMPUTER MENLO PARK,CA 94025 CLUBHOUSE NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section (d) Amount of cash ( e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
YMCA OFTHE PIKES PEAK 84-0404266 501(C)(3) 5,350 PRIVATE REGION SUBAWARD/STIPEND 207 N NEVADA AVE INTEL COMPUTER COLORADO SPRINGS,CO CLUBHOUSE 94025 NETWORK Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of (b) EIN (c) IRC Code section (d) Amount of cash (e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
MIAMI SCIENCE MUSEUM 59-0854960 501(C)(3) 23,000 PRIVATE 3280 S MIAMI AVE SUBAWARD BEST MIAMI,FL 33133 BUY CLUBHOUSE EXPANSION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of (b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non - ( f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
THE FRIENDS OF THE 36-3579536 501(C)(3) 20,600 PRIVATE HENNEPIN COUNTY SUBAWARD BEST LIBRARY BUY CLUBHOUSE 300 NICOLLET MALL N-290 EXPANSION MINNEAPOLIS,MN 55401 Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f ) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non-cash assistance or assistance or government assistance (book, FMV, appraisal, other)
LITTLE BLACK PEARL ART 36-3994059 501(C)(3) 20,400 PRIVATE AND DESIGN CENTER SUBAWARD BEST 1060 EAST 47TH ST BUY CLUBHOUSE CHICAGO,IL 60653 EXPANSION Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of ( b) EIN (c) IRC Code section ( d) Amount of cash ( e) Amount of non- (f) Method of (g) Description of (h) Purpose of grant organization if applicable grant cash valuation non - cash assistance or assistance or government assistance ( book, FMV, appraisal, other)
FAMILY SERVICES 74-1117341 501(C)(3) 20,000 PRIVATE ASSOCIAITON SUBAWARD BEST 3014 RIVAS ST BUY CLUBHOUSE SAN ANTONIO,TX 78228 EXPANSION l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 Schedule J Compensation Information OMB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 2013 1- Complete if the organization answered "Yes" to Form 990, Part IV, line 23. Department of the Treasury 1- Attach to Form 990. 1- See separate instructions. ' Internal Revenue Service 1- Information about Schedule J (Form 990) and its instructions is at www.irs.gov /form990. Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916 MYRTE Questions Re g ardin g Com p ensation Yes No la Check the appropiate box(es ) if the organization provided any of the following to or for a person listed in Form 990, Part VII , Section A, line la Complete Part III to provide any relevant information regarding these items 1 First-class or charter travel 1 Housing allowance or residence for personal use 1 Travel for companions 1 Payments for business use of personal residence F Tax idemnification and gross - up payments 1 Health or social club dues or initiation fees 1 Discretionary spending account 1 Personal services ( e g , maid, chauffeur, chef)
b If any of the boxes in line la are checked , did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No ," complete Part III to explain lb Yes 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors , trustees , officers, including the CEO/ Executive Director, regarding the items checked in line la? 2 Yes
3 Indicate which, if any, of the following the filing organization used to establish the compensation of the organization 's CEO/ Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation of the CEO / Executive Director, but explain in Part III F Compensation committee F Written employment contract F Independent compensation consultant F Compensation survey or study F Form 990 of other organizations F Approval by the board or compensation committee
4 During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization or a related organization
a Receive a severance payment or change-of-control payment? 4a No b Participate in, or receive payment from, a supplemental nonqualified retirement plan? 4b No c Participate in, or receive payment from, an equity-based compensation arrangement? 4c No If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III
Only 501 ( c)(3) and 501 ( c)(4) organizations only must complete lines 5-9. 5 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the revenues of
a The organization? 5a No b Any related organization? 5b No If "Yes," to line 5a or 5b, describe in Part III 6 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of
a The organization? 6a No b Any related organization? 6b No If "Yes," to line 6a or 6b, describe in Part III 7 For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not described in lines 5 and 6? If "Yes," describe in Part III 7 No 8 Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 4958-4(a)(3)? If "Yes," describe in Part III 8 No 9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 4958-6(c)? 9 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50053T Schedule 3 (Form 990) 2013 Schedule J (Form 990) 2013 Page 2 Officers , Directors, Trustees , Key Employees, and Highest Compensated Employees . Use duplicate copies if additional space is needed. For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii) Do not list any individuals that are not listed on Form 990, Part VII Note . The sum of columns (B)(1)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line la, applicable column (D) and (E) amounts for that individual
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of (F) Compensation (ii) Bonus & (iii) other deferred benefits columns reported as deferred (i) Base Other incentive reportable compensation compensation (B)(i)-(D) in prior Form 990 compensation compensation See Additional Data Table Schedule 3 (Form 990) 2013 Schedule J (Form 990) 2013 Page 3 Supplemental Information Provide the information, explanation, or descriptions required for Part I, lines la, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II Also complete this part for any additional information Return Reference I Explanation I SCHEDULE J, PART I, LINE 1A THE MUSEUM PROVIDES TO ITS PRESIDENT AND DIRECTOR CERTAIN COMPENSATION NOT AVAILABLE TO OTHER EMPLOYEES, PAYING COLLEGE TUITION, ROOM, AND BOARD FOR HIS CHILDREN, AND GROSSING UP THE PAYMENTS TO OFFSET THE RELATED TAX OBLIGATIONS THESE PAYMENTS ARE INCLUDED IN PART II COLUMN (B)(III) OTHER REPORTABLE COMPENSATION SCHEDULE J, PART I, LINE 3 THE COMPENSATION COMMITTE OF THE MUSEUM'S BOARD MEETS TWICE YEARLY, ONCE IN SPRING AND ONCE IN THE LATE SUMMER OR EARLY FALL THE FIRST MEETING IS FOCUSED ON ESTABLISHING A RECOMMENDATION TO THE FINANCE COMMITTEE THAT BUDGETS FOR THE UPCOMING FISCAL YEAR'S MUSEUM-WIDE MERIT INCREASE POOL THE SECOND MEETING IS FOCUSED ON THE REVIEW OF THE PERFORMANCE OF KEY EMPLOYEES AND OTHER SENIOR LEADERSHIP STAFF FOR THE PRIOR YEAR AND TO APPROVE THE RECOMMENDATIONS OFTHE PRESIDENT/DIRECTOR FOR ANY SALARY INCREASE IN ADDITION,THE COMMITTEE REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT/DIRECTOR AND RECOMMENDS ANY ADJUSTMENT TO COMPENSATION IF WARRANTED IN ORDER TO DO THIS IN A FULLY KNOWLEDGEABLE MANNER,THE COMMITTEE ANNUALLY REVIEWS INFORMATION OBTAINED BY THE VICE PRESIDENT OF HUMAN RESOURCES THROUGH A VARIETY OF RESOURCES THESE RESOURCES INCLUDE AN OUTSIDE SURVEY GROUP USED TO BENCHMARK EACH OF THE SENIOR MANAGEMENT POSITIONS INCLUDING THE PRESIDENT/DIRECTOR AGAINST LOCAL NON-PROFIT ORGANIZATIONS THAT ARE OF A SIMILAR SIZE IN ADDITION,THE MUSEUM USES PUBLIC RESOURCES SUCH AS GUIDESTAR TO ACCESS SALARIES OF KEY PEOPLE IN MUSUEMS LOCATED IN METROPOLITAN AREAS FINALLY,THE MUSEUM PARTICIPATES IN AND RECEIVES INFORMATION FROM LOCAL AND REGIONAL SALARY SURVEYS OF OTHER MUSEUMS IN NEW ENGLAND THIS PROCESS GIVES A CLEAR PICTURE OF LOCAL, REGIONAL AND NATIONAL SALARY LEVELS FOR ITS SENIOR MANAGEMENT THE COMPENSATION COMMITTEE REVIEWS THIS INFORMATION IN ADDITION TO THE HISTORY OF COMPENSATION INCREASES, OVERALL PERFORMANCE OF THE INDIVIDUAL AND OFTHE MUSEUM PRIOR TO APPROVING OR MAKING RECOMMENDATIONS FOR COMPENSATION INCREASES Schedule 3 (Form 990) 2013 Additional Data
Software ID: Software Version: EIN: 04 -2103916 Name : MUSEUM OF SCIENCE
Form 990, Schedule J, Part II - Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Deferred (D) Nontaxable (E) Total of columns (F) Compensation reported in prior Form Bonus & compensation benefits (B)(i)-(D) Base (ii) (iii) Other 990 or Form 990-EZ 0) incentive Compensation compensation compensation IOANNIS N MIAOULIS (1) 532,563 0 62,855 19,125 21,559 636,102 0 PRESIDENT AND (ii) 0 0 0 0 0 0 0 DIRECTOR JOHN T SLAKEY VP (i) 192,358 0 812 14,392 18,145 225,707 0 FIN/CFO/TREASURER (ii) 0 0 0 0 0 0 0 WAYNE BOUCHARD (i) 290,999 0 10,692 14,927 8,310 324,928 0 COO/ASST SEC'Y (ii) 0 0 0 0 0 0 0 JOAN HADLY SR VP (i) 260,505 0 3,440 18,396 6,826 289,167 0 ADVANCEMENT (ii) 0 0 0 0 0 0 0 LAWRENCE BELL SR (i) 213,659 0 2,603 15,311 5,808 237,381 0 VP, STRATEGIC (ii) 0 0 0 0 0 0 0 PROJECTS JONATHAN R BURKE (i) 201,215 0 196 11,179 17,536 230,126 0 VP VIS EXPER &OPS (ii) 0 0 0 0 0 0 0
PAUL M FONTAINE (i) 203,711 0 852 14,718 4,405 223,686 0 VP EDUCATION (ii) 0 0 0 0 0 0 0 CHRISTINE (i) 180,162 0 153 9,310 0 189,625 0 CUNNINGHAM VP (ii) 0 0 0 0 0 0 0 RSCH/ELEM SC CURB CYNTHIA G MACKEY (i) 169,257 0 979 12,125 0 182,361 0 VP MARKETING (ii) 0 0 0 0 0 0 0 E JAMES KRAUS (i) 222,225 0 1,365 13,548 3,716 240,854 0 EXEC DIR OF (ii) 0 0 0 0 0 0 0 DEVELOPMENT BRITTON S O'BRIEN (i) 142,384 0 862 11,092 11,566 165,904 0 VP HUMAN RECS (ii) 0 0 0 0 0 0 0 YVONNE SPICER VP (i) 155,695 0 296 9,866 7,545 173,402 0 ADVOCACY/ED (ii) 0 0 0 0 0 0 0 PARTNERSHIPS l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 Schedule L Transactions with Interested Persons OMB No 1545-0047 (Form 990 or 990-EZ) 0- Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a , 25b, 26, 27, 28a , 28b, or 28c, 2O13 or Form 990-EZ, Part V, line 38a or 40b. Department of the Treasury 0- Attach to Form 990 or Form 990-EZ . 0- See separate instructions . Open Internal Revenue Service 1-Information about Schedule L (Form 990 or 990-EZ) and its instructions is at Insp e ction www.irs .gov/form990 . Name of the organization Employer identification number MUSEUM OF SCIENCE 1 04-2103916 L^l Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only). Cmmnlata iftha nrnanvatinn ancwarari "Yac" nn Fnrm 99O Part TV Iina 75a nr 75h nr Fnrm 990-F7 Part V lina 40h 1 (a) Name of disqualified person (b) Relationship between disqualified (c) Description of transaction (d) Corrected? person and organization Yes No
2 Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958 ...... ► $ 3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ► $
Loans to and / or From Interested Persons. Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26, or if the nrnan17atinn rannrtari an amniint nn Fnrm QQn Part Y Iina S A, nr 77 (a) Name of ( b) Relationship ( c) Purpose (d) Loan to ( e)Original (f)Balance (g) In (h) (i)Written interested with organization of loan or from the principal due default? Approved agreement? person organization? amount by board or committee? To From Yes No Yes No Yes No (1) IOANNIS N PRESIDENT PERSONAL X 30 30 No No No MIAOULIS AND EXPENSE DIRECTOR OF THE ORGANIZATION
Total ► $ so IT.IIl Grants or Assistance Benefitting Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 27. (a) Name of interested (b) Relationship between (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance person interested person and the organization
For Paperwork Reduction Act Noticee see the Instructions for Form 990 or 990 -EZ. Cat No 50056A Schedule L (Form 990 or 990 - EZ) 2013 Schedule L (Form 990 or 990-EZ) 2013 Page 2 Business Transactions Involving Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c. (a) Name of interested person ( b) Relationship ( c) Amount of ( d) Description of transaction ( e) Sharing between interested transaction of person and the organization's organization revenues? Yes No (1) INDEPENDENT SCHOOLS MUSEUM CFO IS A 102,684 PROVIDER OF WORKERS No COMPENSATION CORP TRUSTEE COMP INSURANCE
(2) WGBH EDUCATIONAL FOUNDATION 2 MUSUEM TRUSTEES 119,957 PAYMENT TO WGBH FOR No ARE ALSO TRUSTEES UNDERWRITING OF WGBH EDUCATIONAL FOUNDATION
Supplemental Information Provide additional information for res p onses to q uestions on Schedule L ( see instructions ) Return Reference Explanation SCHEDULE L, PART II THE MUSEUM DOES NOT ENGAGE IN FORMAL LOANS WITH INTERESTED PERSONS, HOWEVER, WHILE ON BUSINESS TRAVEL, OFFICERS OR KEY EMPLOYEES MAY, IN ADDITION TO NORMAL BUSINESS EXPENSES, CHARGE ITEMS OF A PERSONAL NATURE TO THE MUSEUM CREDIT CARD, RESULTING IN AMOUNTS RECEIVABLE BY THE MUSEUM FROM THE EMPLOYEE THESE DEBTS ARE USUALLY DISCHARGED WITHIN 30 DAYS SCHEDULE L, PART IV IN ALL INSTANCES WHERE THE MUSEUM DOES BUSINESS WITH FIRMS WHOSE EMPLOYEES OR OFFICERS ARE RELATED PARTIES, THE FIRM IN QUESTION IS SUBJECT TO THE SAME PROCUREMENT/PRICING POLICIES, PROCEDURES, AND REQUIREMENTS AS OTHER, NON- RELATED, FIRMS, EXCEPT THAT MSUEUM TRUSTEES ARE AFFORED DISCOUNTED PRICING ON FUNCTION SPACE RENTAL FOR EVENTS AT THE MUSEUM Schedule L (Form 990 or 990-EZ) 2013 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 SCHEDULEM OMB No 1545-0047 (Form 990) Noncash Contributions Complete if the organizations answered "Yes" on Form 2013 990, Part IV, lines 29 or 30. Department of the Treasury Form 990. •' - • ' Internal Revenue Service n Information about Schedule M (Form 990) and its instructions is at www.irs. ov form990. Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916 Tvoes of Prooertv (a) (b) (c) (d) Check Number of contributions Noncash contribution Method of determining if or items contributed amounts reported on noncash contribution amounts applicable Form 990, Part VIII, line 1g 1 Art-Works of art . . . . 2 Art-Historical treasures 3 Art-Fractional interests 4 Books and publications 5 Clothing and household goods ...... 6 Cars and other vehicles . 7 Boats and planes . . . . 8 Intellectual property . . . 9 Securities - Publicly traded . X 39 648,399 MARKET (HI/LO) 10 Securities -Closely held stock 11 Securities -Partnership, LLC, or trust interests 12 Securities - Miscellaneous 13 Qualified conservation contribution - Historic structures 14 Qualified conservation contribution -O ther . . . 15 Real estate - Residential 16 Real estate -Commercial 17 Real estate -Other . . . 18 Collectibles . . . . . 19 Food inventory . . . 20 Drugs and medical supplies 21 Taxidermy ...... X 1 0 N/A 22 Historical artifacts . . . . 23 Scientific specimens . X 1 0 N/A 24 Archeological artifacts . . . X 1 5,900 ESTIMATED MARKET 25 Other P- ( X 1 366,800 LIST PRICE SOFTWARE) 26 Other P- ( X 1 9,145 LIST PRICE MISC EQUIPME 27 Other P- ( X 2 3,776 LIST PRICE EDUCATIONAL M 28 Other P- ( 29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283 , Part IV, Donee Acknowledgement . 29 0 Yes No 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? 30a No b If "Yes," describe the arrangement in Part II
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 31 Yes
32a Does the organization hire or use third parties or related organizations to solicit, process , or sell noncash contributions? ...... 32a No b If "Yes," describe in Part II 33 If the organization did not report an amount in column (c) for a type of property for which column ( a) is checked, describe in Part II For Paperwork Reduction Act Noticee see the Instructions for Form 990 . Cat No 51227 ] Schedule M (Form 990) (2013) Schedule M (Form 990 ) (2013) Page 2 Supplemental Information . Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference I Explanation PART I, COLUMN (B) IN ALL INSTANCES IN THIS SCHEDULE, FIGURES IN COLUMN (B) REPRESENT NUMBER OF CONTRIBUTIONS, EVEN WHERE A CONTRIBUTION MAY INCLUDE MULTIPLE ITEMS IN ADDITION TO THE DONATED PROPERTY REPORTED IN THIS SCHEDULE, THE MUSEUM BENEFITS FROM THE TIME CONTRIBUTED BY OVER 550 VOLUNTEERS THIS YEAR, THESE VOLUNTEERS CONTRIBUTED 48,753 HOURS (23 FTES), WITH AN EQUIVALENT VALUE OF $789,552 PART I, LINE 33 (LINES FOR WHICH COLUMN (A) IS CHECKED BUT (C) IS ZERO REPRESENT DONATIONS TO THE MUSEUM'S COLLECTIONS OF ITEMS OF NOMINAL VALUE Schedule M (Form 990) (2013) efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493131024685 OMB No 1545 0047 SCHEDULE 0 (Form 990 or 990-EZ) Supplemental Information to Form 990 or 990-EZ 2013 Complete to provide information for responses to specific questions on Department of the Treasury Form 990 or to provide any additional information . Open Internal Revenue Service 1- Attach to Form 990 or 990-EZ. Inspection 1- Information about Schedule 0 (Form 990 or 990- EZ) and its instructions is at www.irs. g ov/form990. Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916
990 Schedule 0, Supplemental Information Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 4
FORM 990, PART VI, SECTION B, THE MUSEUM'S FORM 990 IS PREPARED BY THE STAFF OF THE ACCOUNTING DEPARTMENT AND LINE 11 REVIEWED B Y THE CFO IT IS ALSO REVIEWED AND ANALYZED BY THE MUSEUM'S OUTSIDE AUDITORS, WHO SIGN OFF ON THE FORM IT IS PRESENTED TO THE AUDIT COMMITTEE OF THE MUSEUM'S BOARD FOR FURTHER REV IEW AND APPROVAL AFTER AUDIT COMMITTEE APPROVAL THE FINAL VERSION OF THE FORM 990 IS PROV IDED TO ALL MEMBERS OF THE MUSEUM'S BOARD BEFORE THE FORM IS FILED BY THE AUDITORS
FORM 990, PART VI, SECTION B, UPON ELECTION/HIRING, AND ANNUALLY THEREAFTER, ALL MUSEUM TRUSTEES, OVERSEERS (AN LINE 12C ADVISORY , BUT NON-GOVERNING BODY), AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTERE ST FORM WHICH SOLICITS DETAILED INFORMATION ABOUT ASSOCIATIONS WITH COMPANIES, ORGANIZATIO NS, AND EACH OTHER WHICH MAY REPRESENT A CONFLICT OF INTEREST WITH RESPECT TO THE MUSEUM THE FORMS ARE REVIEWED AT LEAST ANNUALLY BY BOTH THE CFO AND STAFF OF THE MUSEUM'S ACCOUNT ING DEPARTMENT TO IDENTIFY ANY REPORTED CONFLICTS WHICH MAY REQUIRE DISCLOSURE AND/OR FURT HER FOLLOW-UP WITH RESPECT TO BUSINESS RELATIONSHIPS WITH COMPANIES ASSOCIATED WITH TRUST EES OR KEY EMPLOYEES, IT IS THE MUSEUM'S POLICY TO SUBJECT SUCH COMPANIES TO THE SAME PROC UREMENT POLICIES, PROCEDURES, AND REQUIREMENTS AS OTHER, NONRELATED, FIRMS
FORM 990, PART VI, SECTION B, THE COMPENSATION COMMITTEE OF THE MUSEUM'S BOARD MEETS TWICE YEARLY, ONCE IN SPRING LINE 15 AND ON CE IN THE LATE SUMMER OR EARLY FALL THE FIRST MEETING IS FOCUSED ON ESTABLISHING A RECOMM ENDATION TO THE FINANCE COMMITTEE THAT BUDGETS FOR THE UPCOMING FISCAL YEAR'S MUSEUM- WIDE MERIT INCREASE POOL THE SECOND MEETING IS FOCUSED ON THE REVIEW OF THE PERFORMANCE OF KEY EMPLOYEES AND OTHER SENIOR LEADERSHIP STAFF FOR THE PRIOR YEAR AND TO APPROVE THE RECOMME NDATIONS OF THE PRESIDENT/DIRECTOR FOR ANY SALARY INCREASES IN ADDITION, THE COMMITTEE RE VIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT/DIRECTOR AND RECOMMENDS ANY ADJUST MENT TO COMPENSATION IF WARRANTED IN ORDER TO DO THIS IN A FULLY KNOWLEDGEABLE MANNER, TH E COMMITTEE ANNUALLY REVIEWS INFORMATION OBTAINED BY THE VICE PRESIDENT OF HUMAN RESOURCES THOUGH A VARIETY OF RESOURCES THESE RESOURCES INCLUDE AN OUTSIDE SURVEY GROUP USED TO BE NCHMARK EACH OF THE SENIOR MANAGEMENT POSITIONS INCLUDING THE PRESIDENT/DIRECTOR AGAINST L OCAL NON-PROFIT ORGANIZATIONS THAT ARE OF A SIMILAR SIZE IN ADDITION, THE MUSEUM USES PUB LIC RESOURCES SUCH AS GUIDESTAR TO ACCESS SALARIES OF KEY PEOPLE IN MUSEUMS LOCATED IN MET ROPOLITAN AREAS FINALLY, THE MUSEUM PARTICIPATES IN AND RECEIVES INFORMATION FROM LOCAL A ND REGIONAL SALARY SURVEYS OF OTHER MUSEUMS IN NEW ENGLAND THIS PROCESS GIVES A CLEAR PIC TURE OF LOCAL, REGIONAL AND NATIONAL SALARY LEVELS FOR ITS SENIOR MANAGEMENT THE COMPENSA TION COMMITTEE REVIEWS THIS INFORMATION IN ADDITION TO THE HISTORY OF COMPENSATION INCREAS ES, OVERALL PERFORMANCE OF THE INDIVIDUAL AND OF THE MUSEUM PRIOR TO APPROVING OR MAKING R ECOMMENDATIONS FOR COMPENSATION INCREASES
FORM 990, PART VI, SECTION C, THE MUSEUM'S FINANCIAL STATEMENTS, FORM 990, AND OTHER KEY DOCUMENTS ARE AVAILABLE IN LINE 19 EITH ER HARD COPY OR ELECTRONICALLY UPON REQUEST FORM 990 IS ALSO AVAILABLE THROUGH PUBLICLY A CCESSIBLEWEBSITES SUCH AS GUIDESTAR ORG THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE O N THE MUSEUM'S WEBSITE AT HTTP//VWWV MOS ORG/A NNUA L- REPORTS
FORM 990, PART XI, LINE 9 AMORTIZATION OF LIABILITY 205,140 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,855,922 CAPITALIZED BOND FEES -2,417 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN:93493131024685 OMB No 1545-0047 SCHEDULE R Related Organizations and Unrelated Partnerships (Form 990) 1- Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. 2013 1- Attach to Form 990. 1- See separate instructions. Department of the Treasury 1- Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990 . Internal Revenue Service Name of the organization Employer identification number MUSEUM OF SCIENCE 04-2103916 Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33. (a) (b) (c) (d) (e) (f) Name, address, and EIN (if applicable) of disregarded entity Primary activity Legal domicile (state Total income End-of-year assets Direct controlling or foreign country) entity
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a) (b) ( c) (d) (e) (f) (g) Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code section Public charity status Direct controlling Section 512(b) or foreign country) (if section 501(c)(3)) entity (13) controlled entity? Yes No (1) SCIENCE MUSEUM EXHIBIT COLLABORATIVE SUPPORTING ORGANIZATION MA 501(C)(3) 509(A)(3) - TYPE I No
1 SCIENCE PARK N/A BOSTON, MA 021141099 22-2578949
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule R (Form 990) 2013 Schedule R (Form 990) 2013 Page 2 Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a) (b) (c) (d) (e) (f) (g) (h) (i) U) (k) Name, address, and EIN of Primary activity Legal Direct Predominant Share of Share of Disproprtionate Code V-UBI General or Percentage related organization domicile controlling income(related, total income end-of-year allocations? amount in box managing ownership (state or entity unrelated, assets 20 of partner? foreign excluded from Schedule K-1 country) tax under (Form 1065) sections 512- 514) Yes No Yes No
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a) (b) (c) (d) (e) (f) (g) (h) (i) Name, address, and EIN of Primary activity Legal Direct controlling Type of entity Share of total Share of end-of- Percentage Section 512 related organization domicile entity (C corp, S corp, income year ownership (b)(13) (state or foreign or trust) assets controlled country) entity? Yes No (1) CHARITABLE REMAINDER CHARITABLE REMAINDER MA N/A T 1,805,883 No ANNUITY TRUSTS (2) ANNUITY TRUST
1 SCIENCE PARK BOSTON, MA 02114 (2) CHARITABLE REMAINDER CHARITABLE REMAINDER MA N/A T 2,048,439 No UNITRUSTS (4) UNITRUST
1 SCIENCE PARK BOSTON, MA 02114
Schedule R (Form 990) 2013 Schedule R (Form 990) 2013 Page 3 ff^ Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36. Note . Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule YesFNo 1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity No b Gift, grant, or capital contribution to related organization(s) No c Gift, grant, or capital contribution from related organization(s) Yes d Loans or loan guarantees to or for related organization(s) No e Loans or loan guarantees by related organization(s) No
f Dividends from related organization(s) if No g Sale of assets to related organization(s) 1g No h Purchase of assets from related organization(s) 1h No i Exchange of assets with related organization(s) ii No j Lease of facilities, equipment, or other assets to related organization(s) ii No
k Lease of facilities, equipment, or other assets from related organization(s) No I Performance of services or membership or fundraising solicitations for related organization(s) No m Performance of services or membership or fundraising solicitations by related organization(s) No n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) No o Sharing of paid employees with related organization(s) No
p Reimbursement paid to related organization(s) for expenses No q Reimbursement paid by related organization(s) for expenses No
r Other transfer of cash or property to related organization(s) No s Other transfer of cash or property from related organization(s) No
2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds (a) (b) (c) (d) Name of related organization Transaction Amount involved Method of determining amount involved type (a-s) ( 1) SCIENCE MUSEUM EXHIBIT COLLABORATIVE C 400,000 CASH
Schedule R (Form 990) 2013 Schedule R (Form 990) 2013 Page 4 Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships
(a) (b) (c) (d) (e) (f) (g) (h) (i) U) (k) Name, address, and EIN of entity Primary activity Legal Predominant Are all partners Share of Share of Disproprtionate Code V7UBI General or Percentage domicile income section total end-of-year allocations? amount in managing ownership (state or (related, 501(c)(3) income assets box 20 part ner? foreign unrelated, organizations? of Schedule country) excluded from K-1 tax under (Form 1065) sections 512- 514) Yes No Yes No Yes No
Schedule R (Form 990) 2013 Schedule R (Form 990) 2013 Page 5 Supplemental Information Provide additional information for responses to auestions on Schedule R (see instructions Return Reference Explanation
Schedule R (Form 990) 201